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Edgemoor Investment Advisors’s CAVA Group CAVA Stock Holding History

Edgemoor Investment Advisors’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
Q4 		– Sell
-19,984
Closed -$1.21M – 177
2025
Q3 		$1.21M Buy
+19,984
New +$1.51M 0.09% 93
2024
Q2 		– Sell
-15,492
Closed -$1.09M – 163
2024
Q1 		$1.09M Sell
15,492
-500
-3% -$26.8K 0.1% 85
2023
Q4 		$687K Buy
+15,992
New +$558K 0.07% 98

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgemoor Investment Advisors's CAVA Position: Q4 2025 in Review

Edgemoor Investment Advisors sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 19,984 shares — an estimated $1.21M sold.

Edgemoor Investment Advisors first reported a position in CAVA in Q4 2023 and held it in 3 quarters. The position peaked at $1.21M in Q3 2025. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Edgemoor Investment Advisors reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 19,984 CAVA Group shares in Q4 2025, an estimated $1.21M.
  • Edgemoor Investment Advisors first reported a position in CAVA Group in Q4 2023 and held it in 3 quarters.
  • Edgemoor Investment Advisors's CAVA Group position peaked at $1.21M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.