BRWA
CAVA icon

B. Riley Wealth Advisors’s CAVA Group CAVA Stock Holding History

B. Riley Wealth 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
2025
Q1 		– Sell
-1,806
Closed -$204K – 1334
2024
Q4 		$204K Sell
1,806
-824
-31% -$110K 0.01% 1036
2024
Q3 		$327K Sell
2,630
-1,333
-34% -$135K 0.01% 911
2024
Q2 		$368K Buy
+3,963
New +$306K 0.01% 941

Other funds holding CAVA

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

B. Riley Wealth Advisors's CAVA Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of CAVA Group (CAVA) in Q1 2025, closing a stake of 1,806 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in CAVA in Q2 2024 and held it in 3 quarters. The position peaked at $368K in Q2 2024. 519 funds tracked by Wall St. Rank hold CAVA as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining CAVA Group position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,806 CAVA Group shares in Q1 2025, an estimated $204K.
  • B. Riley Wealth Advisors first reported a position in CAVA Group in Q2 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's CAVA Group position peaked at $368K in Q2 2024.
  • 519 funds tracked by Wall St. Rank held CAVA Group as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.