Ethic Inc’s CAVA Group CAVA Stock Holding History

Ethic Inc’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 Q2	–	Sell	-7,782	Closed	-$679K	–	1228
2025 Q1	$679K	Buy	7,782 +2,624	+51%	+$284K	0.01%	690
2024 Q4	$582K	Buy	+5,158	New	+$688K	0.01%	750
2024 Q3	–	Sell	-2,791	Closed	-$259K	–	1105
2024 Q2	$259K	Buy	+2,791	New	+$215K	0.01%	955

Other funds holding CAVA

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ethic Inc's CAVA Position: Q2 2025 in Review

Ethic Inc sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 7,782 shares — an estimated $679K sold.

Ethic Inc first reported a position in CAVA in Q2 2024 and held it in 3 quarters. The position peaked at $679K in Q1 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

Ethic Inc reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
Ethic Inc sold 7,782 CAVA Group shares in Q2 2025, an estimated $679K.
Ethic Inc first reported a position in CAVA Group in Q2 2024 and held it in 3 quarters.
Ethic Inc's CAVA Group position peaked at $679K in Q1 2025.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.