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Berkshire Capital Holdings’s CAVA Group CAVA Stock Holding History

Berkshire Capital Holdings’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
Q4 		– Sell
-10
Closed -$604 – 112
2025
Q3 		$604 Hold
10
– – ﹤0.01% 91
2025
Q2 		$842 Hold
10
– – ﹤0.01% 78
2025
Q1 		$864 Hold
10
– – ﹤0.01% 66
2024
Q4 		$1.13K Hold
10
– – ﹤0.01% 67
2024
Q3 		$1.24K Hold
10
– – ﹤0.01% 56
2024
Q2 		$928 Buy
+10
New +$772 ﹤0.01% 60

Other funds holding CAVA

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Capital Holdings's CAVA Position: Q4 2025 in Review

Berkshire Capital Holdings sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 10 shares — an estimated $604 sold.

Berkshire Capital Holdings first reported a position in CAVA in Q2 2024 and held it in 6 quarters. The position peaked at $1.24K in Q3 2024. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Berkshire Capital Holdings reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Berkshire Capital Holdings sold 10 CAVA Group shares in Q4 2025, an estimated $604.
  • Berkshire Capital Holdings first reported a position in CAVA Group in Q2 2024 and held it in 6 quarters.
  • Berkshire Capital Holdings's CAVA Group position peaked at $1.24K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Berkshire Capital Holdings's 13F filing for Q4 2025, filed 9 Feb 2026.