Evoke Wealth’s CAVA Group CAVA Stock Holding History

Evoke Wealth’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	-2,418	Closed	-$209K	–	603
2025 Q1	$209K	Sell	2,418 -2,643	-52%	-$287K	0.01%	414
2024 Q4	$571K	Buy	5,061 +2,497	+97%	+$333K	0.02%	243
2024 Q3	$318K	Buy	+2,564	New	+$261K	0.01%	326

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

Evoke Wealth's CAVA Position: Q2 2025 in Review

Evoke Wealth sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 2,418 shares — an estimated $209K sold.

Evoke Wealth first reported a position in CAVA in Q3 2024 and held it in 3 quarters. The position peaked at $571K in Q4 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

Evoke Wealth reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
Evoke Wealth sold 2,418 CAVA Group shares in Q2 2025, an estimated $209K.
Evoke Wealth first reported a position in CAVA Group in Q3 2024 and held it in 3 quarters.
Evoke Wealth's CAVA Group position peaked at $571K in Q4 2024.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Evoke Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.