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Summit Trail Advisors’s CAVA Group CAVA Stock Holding History

Summit Trail Advisors’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 		$399K Sell
4,930
-2,238
-31% -$163K 0.01% 1233
2025
Q4 		$421K Buy
7,168
+2,003
+39% +$112K 0.01% 1128
2025
Q3 		$312K Buy
5,165
+1,476
+40% +$112K ﹤0.01% 1200
2025
Q2 		$311K Buy
+3,689
New +$315K 0.01% 907

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 Trail Advisors's CAVA Position: Q1 2026 in Review

Summit Trail Advisors reduced its CAVA Group (CAVA) stake by 31% in Q1 2026, selling an estimated $163K and leaving 4,930 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1233.

Summit Trail Advisors first reported a position in CAVA in Q2 2025 and has held it in 4 quarters since. The position peaked at $421K in Q4 2025. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Summit Trail Advisors held 4,930 shares of CAVA Group worth $399K as of Q1 2026.
  • Summit Trail Advisors sold 2,238 CAVA Group shares in Q1 2026, an estimated $163K.
  • CAVA Group made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1233 holding.
  • Summit Trail Advisors first reported a position in CAVA Group in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's CAVA Group position peaked at $421K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.