Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CAVA Group CAVA Stock Holding History

Carson Wealth (CWM LLC)’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 		$112K Buy
1,380
+104
+8% +$7.58K ﹤0.01% 3165
2025
Q4 		$75K Sell
1,276
-2,259
-64% -$126K ﹤0.01% 3295
2025
Q3 		$214K Sell
3,535
-81
-2% -$6.14K ﹤0.01% 2387
2025
Q2 		$305K Buy
3,616
+1,758
+95% +$150K ﹤0.01% 1855
2025
Q1 		$161K Sell
1,858
-730
-28% -$79.1K ﹤0.01% 2068
2024
Q4 		$292K Buy
2,588
+736
+40% +$98.1K ﹤0.01% 1604
2024
Q3 		$229K Buy
1,852
+1,274
+220% +$129K ﹤0.01% 1687
2024
Q2 		$54K Buy
578
+73
+14% +$5.63K ﹤0.01% 2426
2024
Q1 		$35K Buy
505
+254
+101% +$13.6K ﹤0.01% 2531
2023
Q4 		$11K Buy
251
+25
+11% +$872 ﹤0.01% 3121
2023
Q3 		$7K Buy
+226
New +$9.86K ﹤0.01% 3287

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CAVA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CAVA Group (CAVA) stake by 8.2% in Q1 2026, buying an estimated $7.58K and bringing the position to 1,380 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

Carson Wealth (CWM LLC) first reported a position in CAVA in Q3 2023 and has held it in 11 quarters since. The position peaked at $305K in Q2 2025. 518 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,380 shares of CAVA Group worth $112K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 104 CAVA Group shares in Q1 2026, an estimated $7.58K.
  • CAVA Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3165 holding.
  • Carson Wealth (CWM LLC) first reported a position in CAVA Group in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s CAVA Group position peaked at $305K in Q2 2025.
  • 518 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.