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Summit Financial’s CAVA Group CAVA Stock Holding History

Summit 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
Q1 		$934K Sell
11,545
-114
-1% -$8.31K 0.01% 801
2025
Q4 		$684K Sell
11,659
-5,342
-31% -$298K 0.01% 788
2025
Q3 		$1.03M Buy
+17,001
New +$1.29M 0.02% 651

Other funds holding CAVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Financial's CAVA Position: Q1 2026 in Review

Summit Financial reduced its CAVA Group (CAVA) stake by 0.98% in Q1 2026, selling an estimated $8.31K and leaving 11,545 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #801.

Summit Financial first reported a position in CAVA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q3 2025. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Summit Financial held 11,545 shares of CAVA Group worth $934K as of Q1 2026.
  • Summit Financial sold 114 CAVA Group shares in Q1 2026, an estimated $8.31K.
  • CAVA Group made up 0.01% of Summit Financial's portfolio in Q1 2026, its #801 holding.
  • Summit Financial first reported a position in CAVA Group in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's CAVA Group position peaked at $1.03M in Q3 2025.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.