CI
CAVA icon

CX Institutional’s CAVA Group CAVA Stock Holding History

CX Institutional’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 		$26K Buy
+486
New +$30.9K ﹤0.01% 1172

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
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
GI
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
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

CX Institutional's CAVA Position: Q3 2026 in Review

CX Institutional opened a new position in CAVA Group (CAVA) in Q3 2026: 486 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings.

15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • CX Institutional held 486 shares of CAVA Group worth $26K as of Q3 2026.
  • CAVA Group was a new CX Institutional position in Q3 2026.
  • CAVA Group made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1172 holding.
  • 15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.