Position in CAVA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,985,457
-$27,825 QoQ
Shares Held
38,041
+2.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#154
of 533 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $20,655,543 across 3 Restaurants names. CAVA ranks #3 (14.5% of the industry book) .
All Filings in CAVA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,985,457 | 38,041 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,013,282 | 37,247 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,345,252 | 39,960 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,095,924 | 34,695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,712,037 | 32,198 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,576,141 | 29,813 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,341,756 | 11,895 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,124,434 | 9,079 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $822,136 | 8,864 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $570,487 | 8,144 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $284,484 | 6,619 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||