Dakota Wealth Management’s CAVA Group CAVA Stock Holding History

Dakota 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
2024 Q4	–	Hold	0	–	-$310K	–	757
2024 Q3	–	Hold	0	–	–	–	587

Other funds holding CAVA

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dakota Wealth Management's CAVA Position: Q3 2025 in Review

Dakota Wealth Management sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 26,434 shares — an estimated $2.23M sold.

Dakota Wealth Management first reported a position in CAVA in Q2 2023 and held it in 9 quarters. The position peaked at $3.89M in Q2 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

Dakota Wealth Management reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 26,434 CAVA Group shares in Q3 2025, an estimated $2.23M.
Dakota Wealth Management first reported a position in CAVA Group in Q2 2023 and held it in 9 quarters.
Dakota Wealth Management's CAVA Group position peaked at $3.89M in Q2 2024.
499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.