United Capital Financial Advisors’s CAVA Group CAVA Stock Holding History

United Capital Financial 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 Q2	$398K	Sell	5,066 -648	-11%	-$54.3K	﹤0.01%	1246
2026 Q1	$462K	Sell	5,714 -2,936	-34%	-$214K	﹤0.01%	1104
2025 Q4	$508K	Sell	8,650 -4,263	-33%	-$238K	﹤0.01%	955
2025 Q3	$780K	Buy	12,913 +7,020	+119%	+$532K	0.01%	724
2025 Q2	$496K	Sell	5,893 -38	-0.6%	-$3.24K	﹤0.01%	783
2025 Q1	$512K	Buy	+5,931	New	+$643K	﹤0.01%	741

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's CAVA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its CAVA Group (CAVA) stake by 11% in Q2 2026, selling an estimated $54.3K and leaving 5,066 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

United Capital Financial Advisors first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $780K in Q3 2025. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

United Capital Financial Advisors held 5,066 shares of CAVA Group worth $398K as of Q2 2026.
United Capital Financial Advisors sold 648 CAVA Group shares in Q2 2026, an estimated $54.3K.
CAVA Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1246 holding.
United Capital Financial Advisors first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
United Capital Financial Advisors's CAVA Group position peaked at $780K in Q3 2025.
539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.