Planning Strategies Inc.’s CAVA Group CAVA Stock Holding History

Planning Strategies Inc.’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	$1.33K	Buy	+17	New	+$1.43K	﹤0.01%	690

Other funds holding CAVA

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AFM

Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

XWM

Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Planning Strategies Inc.'s CAVA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in CAVA Group (CAVA) in Q2 2026: 17 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings.

148 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Planning Strategies Inc. held 17 shares of CAVA Group worth $1.33K as of Q2 2026.
CAVA Group was a new Planning Strategies Inc. position in Q2 2026.
CAVA Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #690 holding.
148 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.