4Wealth Advisors’s CAVA Group CAVA Stock Holding History

4Wealth Advisors’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 Q1	–	Sell	-6,094	Closed	-$358K	–	143
2025 Q4	$358K	Buy	6,094 +2,045	+51%	+$114K	0.31%	106
2025 Q3	$245K	Buy	+4,049	New	+$307K	0.22%	123

Other funds holding CAVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

4Wealth Advisors's CAVA Position: Q1 2026 in Review

4Wealth Advisors sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 6,094 shares — an estimated $358K sold.

4Wealth Advisors first reported a position in CAVA in Q3 2025 and held it in 2 quarters. The position peaked at $358K in Q4 2025. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

4Wealth Advisors reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
4Wealth Advisors sold 6,094 CAVA Group shares in Q1 2026, an estimated $358K.
4Wealth Advisors first reported a position in CAVA Group in Q3 2025 and held it in 2 quarters.
4Wealth Advisors's CAVA Group position peaked at $358K in Q4 2025.
517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on 4Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.