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AFG Fiduciary Services’s CAVA Group CAVA Stock Holding History

AFG Fiduciary Services’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 		– Sell
-17,725
Closed -$1.46M – 65
2026
Q1 		$1.46M Buy
17,725
+75
+0.4% +$5.47K 0.85% 26
2025
Q4 		$1.07M Sell
17,650
-1,800
-9% -$100K 0.63% 34
2025
Q3 		$1.2M Sell
19,450
-625
-3% -$47.4K 0.69% 32
2025
Q2 		$1.65M Sell
20,075
-700
-3% -$59.7K 1.06% 24
2025
Q1 		$1.91M Buy
20,775
+600
+3% +$65.1K 1.4% 18
2024
Q4 		$2.33M Buy
20,175
+4,000
+25% +$533K 1.65% 17
2024
Q3 		$2.16M Buy
16,175
+385
+2% +$39.1K 1.46% 15
2024
Q2 		$1.27M Buy
15,790
+3,790
+32% +$293K 0.88% 23
2024
Q1 		$723K Buy
+12,000
New +$643K 0.54% 37

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MCM
Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

AFG Fiduciary Services's CAVA Position: Q2 2026 in Review

AFG Fiduciary Services sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 17,725 shares — an estimated $1.46M sold.

AFG Fiduciary Services first reported a position in CAVA in Q1 2024 and held it in 9 quarters. The position peaked at $2.33M in Q4 2024. 64 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • AFG Fiduciary Services reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 17,725 CAVA Group shares in Q2 2026, an estimated $1.46M.
  • AFG Fiduciary Services first reported a position in CAVA Group in Q1 2024 and held it in 9 quarters.
  • AFG Fiduciary Services's CAVA Group position peaked at $2.33M in Q4 2024.
  • 64 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.