Stifel Financial
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Stifel Financial’s CAVA Group CAVA Stock Holding History

Stifel Financial’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.44M Buy
56,560
+4,117
+8% +$345K ﹤0.01% 1486
2026
Q1 		$4.24M Sell
52,443
-46,983
-47% -$3.43M ﹤0.01% 1442
2025
Q4 		$5.84M Buy
99,426
+8,125
+9% +$453K 0.01% 1246
2025
Q3 		$5.52M Buy
91,301
+15,526
+20% +$1.18M 0.01% 1248
2025
Q2 		$6.38M Buy
75,775
+14,195
+23% +$1.21M 0.01% 1119
2025
Q1 		$5.32M Sell
61,580
-5,586
-8% -$606K 0.01% 1160
2024
Q4 		$7.58M Buy
67,166
+9,771
+17% +$1.3M 0.01% 983
2024
Q3 		$7.11M Buy
57,395
+4,214
+8% +$428K 0.01% 1012
2024
Q2 		$4.93M Buy
53,181
+24,289
+84% +$1.88M 0.01% 1142
2024
Q1 		$2.02M Sell
28,892
-24,979
-46% -$1.34M ﹤0.01% 1708
2023
Q4 		$2.32M Buy
+53,871
New +$1.88M ﹤0.01% 1562

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's CAVA Position: Q2 2026 in Review

Stifel Financial increased its CAVA Group (CAVA) stake by 7.9% in Q2 2026, buying an estimated $345K and bringing the position to 56,560 shares worth $4.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Stifel Financial first reported a position in CAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.58M in Q4 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Stifel Financial held 56,560 shares of CAVA Group worth $4.44M as of Q2 2026.
  • Stifel Financial bought 4,117 CAVA Group shares in Q2 2026, an estimated $345K.
  • CAVA Group made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1486 holding.
  • Stifel Financial first reported a position in CAVA Group in Q4 2023 and has held it in 11 quarters since.
  • Stifel Financial's CAVA Group position peaked at $7.58M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.