Basecamp Wealth Advisors’s CAVA Group CAVA Stock Holding History

Basecamp 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
2026 Q1	–	Sell	-10	Closed	-$587	–	2044
2025 Q4	$587	Buy	+10	New	+$558	﹤0.01%	1596

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Basecamp Wealth Advisors sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 10 shares — an estimated $587 sold.

Basecamp Wealth Advisors first reported a position in CAVA in Q4 2025 and held it in 1 quarter. The position peaked at $587 in Q4 2025. 518 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

Basecamp Wealth Advisors reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 10 CAVA Group shares in Q1 2026, an estimated $587.
Basecamp Wealth Advisors first reported a position in CAVA Group in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's CAVA Group position peaked at $587 in Q4 2025.
518 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.