Congress Asset Management’s CAVA Group CAVA Stock Holding History

Congress Asset Management’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 Q3	$20.5M	Sell	378,086 -120,258	-24%	-$7.65M	0.13%	150
2026 Q2	$39.1M	Buy	498,344 +6,285	+1%	+$527K	0.24%	115
2026 Q1	$39.8M	Buy	492,059 +81,557	+20%	+$5.95M	0.29%	105
2025 Q4	$24.1M	Sell	410,502 -258,751	-39%	-$14.4M	0.17%	132
2025 Q3	$40.4M	Sell	669,253 -82,741	-11%	-$6.27M	0.27%	115
2025 Q2	$63.3M	Buy	751,994 +749,544	+30,594%	+$63.9M	0.43%	95
2025 Q1	$212K	Buy	+2,450	New	+$266K	﹤0.01%	361

Other funds holding CAVA

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Congress Asset Management's CAVA Position: Q3 2026 in Review

Congress Asset Management reduced its CAVA Group (CAVA) stake by 24% in Q3 2026, selling an estimated $7.65M and leaving 378,086 shares worth $20.5M. The position accounts for 0.13% of the portfolio, ranked #150.

Congress Asset Management first reported a position in CAVA in Q1 2025 and has held it in 7 quarters since. The position peaked at $63.3M in Q2 2025. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

Congress Asset Management held 378,086 shares of CAVA Group worth $20.5M as of Q3 2026.
Congress Asset Management sold 120,258 CAVA Group shares in Q3 2026, an estimated $7.65M.
CAVA Group made up 0.13% of Congress Asset Management's portfolio in Q3 2026, its #150 holding.
Congress Asset Management first reported a position in CAVA Group in Q1 2025 and has held it in 7 quarters since.
Congress Asset Management's CAVA Group position peaked at $63.3M in Q2 2025.
15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.