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Dupree Financial Group’s CAVA Group CAVA Stock Holding History

Dupree Financial Group’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
-34,957
Closed -$2.94M – 74
2025
Q2 		$2.94M Buy
34,957
+14,448
+70% +$1.23M 1.16% 32
2025
Q1 		$1.77M Buy
+20,509
New +$2.22M 0.72% 33

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

Dupree Financial Group's CAVA Position: Q3 2025 in Review

Dupree Financial Group sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 34,957 shares — an estimated $2.94M sold.

Dupree Financial Group first reported a position in CAVA in Q1 2025 and held it in 2 quarters. The position peaked at $2.94M in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Dupree Financial Group reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Dupree Financial Group sold 34,957 CAVA Group shares in Q3 2025, an estimated $2.94M.
  • Dupree Financial Group first reported a position in CAVA Group in Q1 2025 and held it in 2 quarters.
  • Dupree Financial Group's CAVA Group position peaked at $2.94M in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Dupree Financial Group's 13F filing for Q3 2025, filed 29 Oct 2025.