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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
Q2 		$505K Sell
6,432
-5,113
-44% -$429K 0.01% 1090
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 $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

Summit Financial's CAVA Position: Q2 2026 in Review

Summit Financial reduced its CAVA Group (CAVA) stake by 44% in Q2 2026, selling an estimated $429K and leaving 6,432 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #1090.

Summit Financial first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q3 2025. 541 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Summit Financial held 6,432 shares of CAVA Group worth $505K as of Q2 2026.
  • Summit Financial sold 5,113 CAVA Group shares in Q2 2026, an estimated $429K.
  • CAVA Group made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1090 holding.
  • Summit Financial first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's CAVA Group position peaked at $1.03M in Q3 2025.
  • 541 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

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