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Trillium Asset Management’s CAVA Group CAVA Stock Holding History

Trillium Asset Management’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 		$3.34M Sell
37,564
-17,598
-32% -$1.28M 0.11% 129
2025
Q4 		$3.34M Sell
55,162
-18,404
-25% -$1.03M 0.1% 134
2025
Q3 		$4.44M Sell
73,566
-1,421
-2% -$108K 0.12% 129
2025
Q2 		$6.32M Buy
74,987
+24,441
+48% +$2.08M 0.17% 111
2025
Q1 		$4.37M Buy
+50,546
New +$5.48M 0.13% 127

Other funds holding CAVA

BlackRock
BlackRock New York $5.7T 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