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WPG Advisers’s CAVA Group CAVA Stock Holding History

WPG Advisers’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 		$19.6K Hold
250
– – 0.01% 560
2026
Q1 		$20.2K Hold
250
– – 0.01% 485
2025
Q4 		$14.7K Buy
250
+125
+100% +$6.97K 0.01% 593
2025
Q3 		$7.55K Hold
125
– – 0.01% 781
2025
Q2 		$10.5K Sell
125
-38
-23% -$3.24K 0.01% 641
2025
Q1 		$14.1K Buy
163
+33
+25% +$3.58K 0.01% 557
2024
Q4 		$14.7K Buy
+130
New +$17.3K 0.01% 532

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

WPG Advisers's CAVA Position: Q2 2026 in Review

WPG Advisers held its CAVA Group (CAVA) position steady in Q2 2026 at 250 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #560.

WPG Advisers first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • WPG Advisers held 250 shares of CAVA Group worth $19.6K as of Q2 2026.
  • WPG Advisers left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #560 holding.
  • WPG Advisers first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's CAVA Group position peaked at $20.2K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.