Congress Wealth Management’s CAVA Group CAVA Stock Holding History

Congress Wealth 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
2025 Q2	$7.36M	Buy	+87,383	New	+$7.45M	0.07%	311

Other funds holding CAVA

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Congress Wealth Management's CAVA Position: Q2 2025 in Review

Congress Wealth Management opened a new position in CAVA Group (CAVA) in Q2 2025: 87,383 shares worth $7.36M. The stake represents 0.07% of the portfolio and ranks #311 among its holdings.

538 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

Congress Wealth Management held 87,383 shares of CAVA Group worth $7.36M as of Q2 2025.
CAVA Group was a new Congress Wealth Management position in Q2 2025.
CAVA Group made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #311 holding.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.