Vision Financial Markets’s CAVA Group CAVA Stock Holding History

Vision Financial Markets’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	$23.5K	Hold	300	–	–	0.02%	185
2026 Q1	$24.3K	Hold	300	–	–	0.02%	163
2025 Q4	$17.6K	Hold	300	–	–	0.02%	181
2025 Q3	$18.1K	Hold	300	–	–	0.02%	199
2025 Q2	$25.3K	Hold	300	–	–	0.02%	168
2025 Q1	$25.9K	Buy	+300	New	+$32.5K	0.03%	151

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

Vision Financial Markets's CAVA Position: Q2 2026 in Review

Vision Financial Markets held its CAVA Group (CAVA) position steady in Q2 2026 at 300 shares worth $23.5K. The position accounts for 0.02% of the portfolio, ranked #185.

Vision Financial Markets first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.9K in Q1 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Vision Financial Markets held 300 shares of CAVA Group worth $23.5K as of Q2 2026.
Vision Financial Markets left its CAVA Group share count unchanged in Q2 2026.
CAVA Group made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #185 holding.
Vision Financial Markets first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
Vision Financial Markets's CAVA Group position peaked at $25.9K in Q1 2025.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.