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Baldwin Investment Management’s CAVA Group CAVA Stock Holding History

Baldwin Investment Management’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
Q3 		– Sell
-5,729
Closed -$483K – 208
2025
Q2 		$483K Buy
5,729
+1,704
+42% +$145K 0.06% 152
2025
Q1 		$348K Buy
+4,025
New +$436K 0.04% 169
2024
Q3 		– Sell
-2,290
Closed -$212K – 215
2024
Q2 		$212K Buy
+2,290
New +$177K 0.03% 200

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Investment Management's CAVA Position: Q3 2025 in Review

Baldwin Investment Management sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 5,729 shares — an estimated $483K sold.

Baldwin Investment Management first reported a position in CAVA in Q2 2024 and held it in 3 quarters. The position peaked at $483K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Baldwin Investment Management reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Baldwin Investment Management sold 5,729 CAVA Group shares in Q3 2025, an estimated $483K.
  • Baldwin Investment Management first reported a position in CAVA Group in Q2 2024 and held it in 3 quarters.
  • Baldwin Investment Management's CAVA Group position peaked at $483K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Baldwin Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.