CFP
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Cypress Financial Planning’s CAVA Group CAVA Stock Holding History

Cypress Financial Planning’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
Q2 		– Sell
-3,000
Closed -$243K – 110
2026
Q1 		$243K Buy
+3,000
New +$219K 0.07% 95
2025
Q1 		– Sell
-1,800
Closed -$203K – 83
2024
Q4 		$203K Hold
1,800
– – 0.07% 79
2024
Q3 		$223K Buy
+1,800
New +$183K 0.08% 70

Other funds holding CAVA

MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Cypress Financial Planning's CAVA Position: Q2 2026 in Review

Cypress Financial Planning sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 3,000 shares — an estimated $243K sold.

Cypress Financial Planning first reported a position in CAVA in Q3 2024 and held it in 3 quarters. The position peaked at $243K in Q1 2026. 107 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Cypress Financial Planning reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 3,000 CAVA Group shares in Q2 2026, an estimated $243K.
  • Cypress Financial Planning first reported a position in CAVA Group in Q3 2024 and held it in 3 quarters.
  • Cypress Financial Planning's CAVA Group position peaked at $243K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.