Wellington Management Group
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Wellington Management Group’s CAVA Group CAVA Stock Holding History

Wellington Management Group’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 		$126M Buy
1,605,508
+697,699
+77% +$58.5M 0.02% 496
2026
Q1 		$73.4M Buy
907,809
+778,808
+604% +$56.8M 0.01% 616
2025
Q4 		$7.57M Sell
129,001
-2,035
-2% -$113K ﹤0.01% 1321
2025
Q3 		$7.92M Buy
131,036
+88,535
+208% +$6.71M ﹤0.01% 1321
2025
Q2 		$3.58M Sell
42,501
-2,242
-5% -$191K ﹤0.01% 1451
2025
Q1 		$3.87M Buy
+44,743
New +$4.85M ﹤0.01% 1420
2024
Q2 		– Sell
-11,067
Closed -$775K – 1892
2024
Q1 		$775K Sell
11,067
-6,445
-37% -$345K ﹤0.01% 1735
2023
Q4 		$753K Buy
+17,512
New +$611K ﹤0.01% 1669

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

Wellington Management Group's CAVA Position: Q2 2026 in Review

Wellington Management Group increased its CAVA Group (CAVA) stake by 77% in Q2 2026, buying an estimated $58.5M and bringing the position to 1,605,508 shares worth $126M. The position accounts for 0.02% of the portfolio, ranked #496.

Wellington Management Group first reported a position in CAVA in Q4 2023 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Wellington Management Group held 1,605,508 shares of CAVA Group worth $126M as of Q2 2026.
  • Wellington Management Group bought 697,699 CAVA Group shares in Q2 2026, an estimated $58.5M.
  • CAVA Group made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #496 holding.
  • Wellington Management Group first reported a position in CAVA Group in Q4 2023 and has held it in 8 quarters since.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.