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Chokshi & Queen Wealth Advisors’s CAVA Group CAVA Stock Holding History

Chokshi & Queen 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
2025
Q3 		– Sell
-3,500
Closed -$295K – 62
2025
Q2 		$295K Buy
+3,500
New +$298K 0.17% 43

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

Chokshi & Queen Wealth Advisors's CAVA Position: Q3 2025 in Review

Chokshi & Queen Wealth Advisors sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 3,500 shares — an estimated $295K sold.

Chokshi & Queen Wealth Advisors first reported a position in CAVA in Q2 2025 and held it in 1 quarter. The position peaked at $295K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Chokshi & Queen Wealth Advisors reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Chokshi & Queen Wealth Advisors sold 3,500 CAVA Group shares in Q3 2025, an estimated $295K.
  • Chokshi & Queen Wealth Advisors first reported a position in CAVA Group in Q2 2025 and held it in 1 quarter.
  • Chokshi & Queen Wealth Advisors's CAVA Group position peaked at $295K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.