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BXM Wealth’s CAVA Group CAVA Stock Holding History

BXM Wealth’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
-2,830
Closed -$229K – 165
2026
Q1 		$229K Buy
+2,830
New +$206K 0.18% 121
2025
Q4 		– Sell
-4,640
Closed -$280K – 140
2025
Q3 		$280K Buy
+4,640
New +$352K 0.27% 98
2025
Q2 		– Sell
-2,355
Closed -$203K – 111
2025
Q1 		$203K Buy
+2,355
New +$255K 0.24% 102

Other funds holding CAVA

MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

BXM Wealth's CAVA Position: Q2 2026 in Review

BXM Wealth sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 2,830 shares — an estimated $229K sold.

BXM Wealth first reported a position in CAVA in Q1 2025 and held it in 3 quarters. The position peaked at $280K in Q3 2025. 121 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • BXM Wealth reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • BXM Wealth sold 2,830 CAVA Group shares in Q2 2026, an estimated $229K.
  • BXM Wealth first reported a position in CAVA Group in Q1 2025 and held it in 3 quarters.
  • BXM Wealth's CAVA Group position peaked at $280K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.