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UMB Bank’s CAVA Group CAVA Stock Holding History

UMB Bank’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 		$134K Sell
1,705
-20
-1% -$1.68K ﹤0.01% 911
2026
Q1 		$140K Buy
1,725
+220
+15% +$16K ﹤0.01% 819
2025
Q4 		$88.3K Buy
1,505
+1,336
+791% +$74.5K ﹤0.01% 1006
2025
Q3 		$10.2K Sell
169
-665
-80% -$50.4K ﹤0.01% 1667
2025
Q2 		$70.2K Buy
834
+644
+339% +$54.9K ﹤0.01% 980
2025
Q1 		$16.4K Buy
+190
New +$20.6K ﹤0.01% 1382
2023
Q4 		– Sell
-33
Closed -$1.01K – 1627
2023
Q3 		$1.01K Buy
+33
New +$1.44K ﹤0.01% 1603

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

UMB Bank's CAVA Position: Q2 2026 in Review

UMB Bank reduced its CAVA Group (CAVA) stake by 1.2% in Q2 2026, selling an estimated $1.68K and leaving 1,705 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

UMB Bank first reported a position in CAVA in Q3 2023 and has held it in 7 quarters since. The position peaked at $140K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • UMB Bank held 1,705 shares of CAVA Group worth $134K as of Q2 2026.
  • UMB Bank sold 20 CAVA Group shares in Q2 2026, an estimated $1.68K.
  • CAVA Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #911 holding.
  • UMB Bank first reported a position in CAVA Group in Q3 2023 and has held it in 7 quarters since.
  • UMB Bank's CAVA Group position peaked at $140K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.