CAVANYSERetail-Eating PlacesFiscal year ends December 27
CAVA GROUP, INC.
Financials through Q2 FY2026, quarter ended Jul 12, 2026Last filing: 10-Q on Aug 12, 2026
$57.90+0.65 (+1.14%)
Close on Oct 19, 2026
- Market cap
- $6.85B
- P/E (TTM)
- 105.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.4%
104M of 117M shares
Institutional holders
539
84 new, 58 sold out
Net institutional buying
-7M
In Q2 2026
Insider trades, 12 months
7 buys · 34 sales
Net sold $284.97M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Artal Group S.A. | 9,507,990 | 8.30% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 9,214,600 | 7.90% | 13G (passive) amendment | Sep 30, 2025 |
| AllianceBernstein L.P. | 6,642,936 | 5.70% | 13G (passive) amendment | Jun 30, 2026 |
| Artal International Management S.A. | 6,507,990 | 5.60% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 5,911,767 | 5.10% | 13G (passive) | Mar 31, 2026 |
| Ronald M. Shaich | 11,649,899 | 10.30% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CAVA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,645,932 | 8.26% | $757.01M | +77,945 | 0.01% |
| Alliancebernstein L.P. | 6,642,936 | 5.69% | $537.41M | −2,543,018 | 0.18% |
| Artal Group S.A. | 6,507,990 | 5.57% | $510.75M | −3,000,000 | 54.85% |
| FMR LLC | 5,528,752 | 4.73% | $433.90M | −383,015 | 0.02% |
| Vanguard Capital Management LLC | 4,486,095 | 3.84% | $352.07M | +40,711 | 0.01% |
| Vanguard Portfolio Management LLC | 4,213,225 | 3.61% | $330.65M | +20,526 | 0.01% |
| State Street Corp | 3,098,230 | 2.65% | $243.23M | +92,626 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 3,034,360 | 2.60% | $238.14K | −631,239 | 0.02% |
| 1832 Asset Management L.P. | 2,525,500 | 2.16% | $198.20M | +1,006,300 | 0.10% |
| Morgan Stanley | 2,127,156 | 1.82% | $166.94M | +276,546 | 0.01% |
| Capital International Investors | 2,058,240 | 1.76% | $161.53M | −551,807 | 0.03% |
| Geode Capital Management, LLC | 2,003,627 | 1.72% | $157.28M | +1,734 | 0.01% |
| Wellington Management Group Llp | 1,605,508 | 1.37% | $126.00M | +697,699 | 0.02% |
| Goldman Sachs Group Inc | 1,515,184 | 1.30% | $118.91M | +444,050 | 0.01% |
| Ameriprise Financial Inc | 1,473,206 | 1.26% | $115.64M | +662,999 | 0.02% |
| Capital Research Global Investors | 1,444,258 | 1.24% | $113.37M | −4,693,223 | 0.02% |
| Clearbridge Investments, LLC | 1,406,266 | 1.20% | $110.36M | −37,252 | 0.09% |
| Hood River Capital Management LLC | 1,406,249 | 1.20% | $110.36M | +226,808 | 0.80% |
| Norges Bank | 1,328,728 | 1.14% | $104.28M | New | 0.01% |
| Citigroup Inc | 1,244,918 | 1.07% | $97.70M | −7,876 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 539 | 104M | 89.4% | 84 / 163 | 208 / 58 | 13M | 21M |
| Q1 2026 | 519 | 112M | 95.5% | 119 / 180 | 144 / 78 | 28M | 17M |
| Q4 2025 | 484 | 110M | 94.2% | 101 / 167 | 161 / 110 | 24M | 9M |
| Q3 2025 | 499 | 96M | 81.9% | 90 / 220 | 139 / 119 | 21M | 20M |
| Q2 2025 | 538 | 95M | 81.4% | 109 / 230 | 140 / 84 | 18M | 15M |
| Q1 2025 | 519 | 92M | 78.7% | 125 / 217 | 116 / 119 | 29M | 18M |
| Q4 2024 | 521 | 81M | 69.4% | 132 / 206 | 124 / 50 | 15M | 17M |
| Q3 2024 | 449 | 85M | 72.6% | 105 / 156 | 137 / 42 | 18M | 16M |
| Q2 2024 | 390 | 86M | 73.3% | 136 / 122 | 89 / 31 | 13M | 16M |
| Q1 2024 | 289 | 88M | 75.2% | 119 / 94 | 56 / 28 | 23M | 20M |
| Q4 2023 | 200 | 85M | 73.0% | 84 / 70 | 23 / 22 | 15M | 6M |
| Q3 2023 | 138 | 76M | 65.3% | 74 / 36 | 20 / 25 | 9M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CAVA | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 3,754,919 | 3.21% | $294.69M | 0.31% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 3,426,144 | 2.93% | $268.88M | 0.22% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,145,286 | 2.69% | $246.84M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,271,180 | 1.94% | $178.24M | 0.09% | Jun 30, 2026 |
| AMCAP Fund | 1,315,443 | 1.13% | $102.16M | 0.11% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,308,132 | 1.12% | $102.66M | 0.22% | Jun 30, 2026 |
| Ab Large Cap Growth Fund Inc | 1,194,336 | 1.02% | $93.73M | 0.41% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,148,233 | 0.98% | $90.11M | 0.09% | Jun 30, 2026 |
| T. Rowe Price All-Cap Opportunities Fund | 797,651 | 0.68% | $62.60M | 0.43% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 684,518 | 0.59% | $53.72M | 0.81% | Jun 30, 2026 |
| Growth Fund | 642,641 | 0.55% | $50.43M | 0.09% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 604,450 | 0.52% | $39.43M | 0.53% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 599,006 | 0.51% | $47.01M | 0.32% | Jun 30, 2026 |
| ClearBridge Growth Fund | 598,300 | 0.51% | $46.46M | 1.11% | May 29, 2026 |
| iShares Russell Mid-Cap Growth ETF | 590,559 | 0.51% | $46.35M | 0.21% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Theodoros Xenohristos | Chief Concept Officer, Director | 340,630 | 0.29% | Sep 11, 2026 |
| Brett Schulman | CEO and President, Director | 1,539,024 | 1.32% | Jun 17, 2026 |
| Joseph John Kadow | CLO & Secretary | 7,974 | 0.01% | Sep 16, 2026 |
| Douglas W. Thompson | Chief Operations Officer | 19,371 | 0.02% | Sep 2, 2026 |
| Tricia K. Tolivar | Chief Financial Officer | 237,714 | 0.20% | Jun 17, 2026 |
| Adam David Phillips | Chief Accounting Officer | 6,848 | 0.01% | Jun 17, 2026 |
| Kelly Costanza | Chief People Officer | 98,490 | 0.08% | Jun 17, 2026 |
| Kenneth Robert Bertram | CLO & Secretary | 39,653 | 0.03% | Mar 6, 2026 |
| Jennifer Somers | Chief Operations Officer | 137,481 | 0.12% | Jun 26, 2025 |
| Amiee Lynn Thomas | Director | 1,821 | 0.00% | Aug 17, 2026 |
| David Bosserman | Director | 145,918 | 0.12% | Jun 24, 2026 |
| Benjamin Felt | Director | 9,955 | 0.01% | Jun 24, 2026 |
| Ronald M. Shaich | Director | 4,538,854 | 3.89% | Jun 24, 2026 |
| Philippe Amouyal | Director | 19,955 | 0.02% | Jun 24, 2026 |
| Lauri M. Shanahan | Director | 9,955 | 0.01% | Jun 24, 2026 |
| James D. White | Director | 7,455 | 0.01% | Jun 24, 2026 |
| Karen Kochevar | Director | 3,074 | 0.00% | Jun 23, 2026 |
| Amaury Wittouck | Director | 26,507,990 | 22.69% | Jun 17, 2026 |
| Group S.A. Artal | Director | 17,507,990 | 14.99% | Jun 17, 2026 |
| International S.C.A. Artal | Director | – | – | Jun 17, 2026 |
| International Management S.A. Artal | Director | 7,762,434 | 6.65% | Jun 17, 2026 |
| Administratiekantoor Westend Stichting | Director | – | – | Jun 17, 2026 |
| S.A. Westend | Director | 9,507,990 | 8.14% | Jun 17, 2026 |
| Participations S.a r.l. Artal | Director | 6,507,990 | 5.57% | Jun 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph John Kadow CLO & Secretary | Sep 15, 2026 | Buy | +1,000 | $49.96 | $49.96K | 1,000 |
| Theodoros Xenohristos Chief Concept Officer, Director | Sep 9, 2026 | Gift | −16,500 | – | – | 308,130 |
| Theodoros Xenohristos Chief Concept Officer, Director | Sep 9, 2026 | Gift | +16,500 | – | – | 16,500 |
| Douglas W. Thompson Chief Operations Officer | Aug 31, 2026 | Buy | +6,500 | $66.52 | $432.38K | 19,371 |
| Amiee Lynn Thomas Director | Aug 13, 2026 | Award | +1,821 | – | – | 1,821 |
| Lauri M. Shanahan Director | Jun 22, 2026 | Award | +1,881 | – | – | 9,955 |
| Philippe Amouyal Director | Jun 22, 2026 | Award | +1,881 | – | – | 19,955 |
| James D. White Director | Jun 22, 2026 | Award | +1,881 | – | – | 7,455 |
| David Bosserman Director | Jun 22, 2026 | Award | +1,881 | – | – | 120,918 |
| Ronald M. Shaich Director | Jun 22, 2026 | Award | +1,881 | – | – | 9,955 |
| Benjamin Felt Director | Jun 22, 2026 | Award | +1,881 | – | – | 9,955 |
| Karen Kochevar Director | Jun 18, 2026 | Sale | −10,000 | $90.00 | $900.00K | 3,074 |
| Karen Kochevar Director | Jun 18, 2026 | Option exercise | +625 | $2.94 | $1.84K | 3,699 |
| Karen Kochevar Director | Jun 18, 2026 | Option exercise | +1,875 | $3.12 | $5.85K | 5,574 |
| Karen Kochevar Director | Jun 18, 2026 | Option exercise | +3,750 | $6.25 | $23.44K | 9,324 |
| Karen Kochevar Director | Jun 18, 2026 | Option exercise | +3,750 | $9.58 | $35.93K | 13,074 |
| Kelly Costanza Chief People Officer | Jun 17, 2026 | Sale | −12,490 | $90.00 | $1.12M | 98,490 |
| Theodoros Xenohristos Chief Concept Officer, Director | Jun 15, 2026 | Sale | −3,252 | $89.43 | $290.83K | 324,630 |
| Kelly Costanza Chief People Officer | Jun 15, 2026 | Sale | −2,870 | $89.43 | $256.66K | 110,980 |
| Tricia K. Tolivar Chief Financial Officer | Jun 15, 2026 | Award | +283 | $44.13 | $12.49K | 235,214 |
| Tricia K. Tolivar Chief Financial Officer | Jun 15, 2026 | Sale | −4,969 | $89.43 | $444.38K | 234,931 |
| Brett Schulman CEO and President, Director | Jun 15, 2026 | Sale | −33,174 | $89.43 | $2.97M | 798,669 |
| Adam David Phillips Chief Accounting Officer | Jun 15, 2026 | Sale | −757 | $89.43 | $67.70K | 6,848 |
| Participations S.a r.l. Artal Director | Jun 15, 2026 | Sale | −3,000,000 | $90.30 | $270.90M | 6,507,990 |
| Adam David Phillips Chief Accounting Officer | Jun 12, 2026 | Sale | −2,764 | $90.71 | $250.72K | 9,505 |
| Adam David Phillips Chief Accounting Officer | Jun 12, 2026 | Sale | −1,900 | $90.71 | $172.35K | 7,605 |
| Adam David Phillips Chief Accounting Officer | Jun 12, 2026 | Option exercise | +2,764 | $22.00 | $60.81K | 12,269 |
| Joseph John Kadow CLO & Secretary | Jun 3, 2026 | Buy | +1,000 | $70.00 | $70.00K | 6,974 |
| Joseph John Kadow CLO & Secretary | May 29, 2026 | Buy | +1,000 | $79.00 | $79.00K | 5,974 |
| Douglas W. Thompson Chief Operations Officer | May 29, 2026 | Buy | +2,500 | $77.90 | $194.75K | 12,871 |
| Douglas W. Thompson Chief Operations Officer | May 26, 2026 | Buy | +4,000 | $79.45 | $317.80K | 10,371 |
| Adam David Phillips Chief Accounting Officer | May 21, 2026 | Sale | −5,181 | $77.14 | $399.66K | 9,505 |
| Adam David Phillips Chief Accounting Officer | May 21, 2026 | Option exercise | +5,181 | $9.58 | $49.63K | 14,686 |
| Kelly Costanza Chief People Officer | May 21, 2026 | Sale | −10,010 | $79.87 | $799.50K | 113,850 |
| Theodoros Xenohristos Chief Concept Officer, Director | May 11, 2026 | Sale | −9,044 | $79.75 | $721.26K | 327,882 |
| Kenneth Robert Bertram CLO & Secretary | Mar 5, 2026 | Sale | −15,000 | $80.33 | $1.20M | 37,958 |
| Kelly Costanza Chief People Officer | Feb 26, 2026 | Award | +4,721 | – | – | 123,860 |
| Kelly Costanza Chief People Officer | Feb 26, 2026 | Option exercise | +31,803 | $6.75 | $214.67K | 155,663 |
| Kelly Costanza Chief People Officer | Feb 26, 2026 | Sale | −31,803 | $84.45 | $2.69M | 123,860 |
| Brett Schulman CEO and President, Director | Feb 26, 2026 | Award | +29,060 | – | – | 831,843 |
| Tricia K. Tolivar Chief Financial Officer | Feb 26, 2026 | Award | +7,966 | – | – | 239,900 |
| Theodoros Xenohristos Chief Concept Officer, Director | Feb 26, 2026 | Award | +4,721 | – | – | 336,926 |
| Kenneth Robert Bertram CLO & Secretary | Feb 26, 2026 | Award | +3,836 | – | – | 52,958 |
| Adam David Phillips Chief Accounting Officer | Feb 26, 2026 | Sale | −2,000 | $85.54 | $171.08K | 9,505 |
| Adam David Phillips Chief Accounting Officer | Feb 26, 2026 | Award | +1,070 | – | – | 11,505 |
| Tricia K. Tolivar Chief Financial Officer | Jan 27, 2026 | Sale | −1,591 | $61.96 | $98.58K | 232,747 |
| Tricia K. Tolivar Chief Financial Officer | Jan 27, 2026 | Sale | −813 | $62.50 | $50.81K | 231,934 |
| Adam David Phillips Chief Accounting Officer | Jan 27, 2026 | Sale | −262 | $62.50 | $16.38K | 10,435 |
| Adam David Phillips Chief Accounting Officer | Jan 27, 2026 | Sale | −512 | $61.96 | $31.72K | 10,697 |
| Kenneth Robert Bertram CLO & Secretary | Jan 27, 2026 | Sale | −658 | $61.96 | $40.77K | 49,458 |
| Kenneth Robert Bertram CLO & Secretary | Jan 27, 2026 | Sale | −336 | $62.50 | $21.00K | 49,122 |
| Brett Schulman CEO and President, Director | Jan 27, 2026 | Sale | −1,536 | $62.50 | $96.00K | 802,783 |
| Brett Schulman CEO and President, Director | Jan 27, 2026 | Sale | −3,006 | $61.96 | $186.25K | 804,319 |
| Theodoros Xenohristos Chief Concept Officer, Director | Jan 27, 2026 | Sale | −351 | $62.50 | $21.94K | 332,205 |
| Theodoros Xenohristos Chief Concept Officer, Director | Jan 27, 2026 | Sale | −688 | $61.96 | $42.63K | 332,556 |
| Kelly Costanza Chief People Officer | Jan 27, 2026 | Sale | −1,130 | $61.96 | $70.01K | 119,716 |
| Kelly Costanza Chief People Officer | Jan 27, 2026 | Sale | −577 | $62.50 | $36.06K | 119,139 |
| Brett Schulman CEO and President, Director | Jan 21, 2026 | Sale | −21,650 | $67.41 | $1.46M | 807,325 |
| Theodoros Xenohristos Chief Concept Officer, Director | Jan 21, 2026 | Sale | −965 | $67.41 | $65.05K | 333,244 |
| Kenneth Robert Bertram CLO & Secretary | Jan 21, 2026 | Sale | −1,074 | $67.41 | $72.40K | 50,116 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ann Kochevar Karen Director | Jun 18, 2026 | 10,000 | $900.00K | Jun 18, 2026 | Exercise of Options Under a Registered Plan |
| Costanza Kelly Officer | Jun 17, 2026 | 12,490 | $1.12M | Jun 17, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Xenohristos Theodoros Officer, Director | Jun 15, 2026 | 3,252 | $295.90K | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| K. Tolivar Tricia Officer | Jun 15, 2026 | 4,969 | $452.13K | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| M. Schulman Brett Officer, Director | Jun 15, 2026 | 33,174 | $3.02M | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| Participations S.a r.l. Artal Affiliate | Jun 15, 2026 | 3,000,000 | $272.97M | Jun 15, 2026 | Transfer from Artal International S.C.A., its sole stockholder, which shares were acquired by Artal International S.C.A. on 6/20/2023 via conversion of preferred stock. |
| David Phillips Adam Officer | Jun 15, 2026 | 757 | $68.88K | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| Costanza Kelly Officer | Jun 15, 2026 | 2,870 | $261.14K | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| D. Phillips Adam Officer | Jun 12, 2026 | 4,664 | $423.09K | Jun 12, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Robert Bertram Kenneth Former Affiliate | May 21, 2026 | 44,510 | $3.60M | May 21, 2026 | Exercise of options under a registered plan |
| D. Phillips Adam Officer | May 21, 2026 | 5,181 | $399.68K | May 21, 2026 | Exercise of options under a registered plan |
| Costanza Kelly Officer | May 21, 2026 | 10,010 | $806.11K | May 21, 2026 | Restricted stock units vesting under a registered plan |
| Xenohristos Theodoros Officer, Director | May 11, 2026 | 9,044 | $718.09K | May 11, 2026 | Restricted stock units vesting under a registered plan |
| Robert Bertram Kenneth Officer | Mar 5, 2026 | 15,000 | $1.20M | Mar 5, 2026 | Restricted stock vesting under a registered plan |
| D. Phillips Adam Officer | Feb 26, 2026 | 2,000 | $171.08K | Feb 26, 2026 | Restricted stock vesting under a registered plan |