DWM
CAVA icon

Dogwood Wealth Management’s CAVA Group CAVA Stock Holding History

Dogwood 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
Q3 		– Sell
-63
Closed -$5.52K – 760
2025
Q2 		$5.52K Buy
+63
New +$5.37K ﹤0.01% 413
2024
Q4 		– Sell
-4
Closed -$495 – 283
2024
Q3 		$495 Hold
4
– – ﹤0.01% 186
2024
Q2 		$371 Hold
4
– – ﹤0.01% 237
2024
Q1 		$280 Hold
4
– – ﹤0.01% 234
2023
Q4 		$172 Buy
+4
New +$139 ﹤0.01% 212

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dogwood Wealth Management sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 63 shares — an estimated $5.52K sold.

Dogwood Wealth Management first reported a position in CAVA in Q4 2023 and held it in 5 quarters. The position peaked at $5.52K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Dogwood Wealth Management reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 63 CAVA Group shares in Q3 2025, an estimated $5.52K.
  • Dogwood Wealth Management first reported a position in CAVA Group in Q4 2023 and held it in 5 quarters.
  • Dogwood Wealth Management's CAVA Group position peaked at $5.52K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.