FFO
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Fortitude Family Office’s CAVA Group CAVA Stock Holding History

Fortitude Family Office’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
2026
Q3 		$6.22K Buy
+115
New +$7.31K ﹤0.01% 1455
2026
Q2 		– Sell
-19
Closed -$1.54K – 2285
2026
Q1 		$1.54K Buy
+19
New +$1.39K ﹤0.01% 1374

Other funds holding CAVA

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Fortitude Family Office's CAVA Position: Q3 2026 in Review

Fortitude Family Office opened a new position in CAVA Group (CAVA) in Q3 2026: 115 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in CAVA as recently as Q1 2026.

Fortitude Family Office first reported a position in CAVA in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Fortitude Family Office held 115 shares of CAVA Group worth $6.22K as of Q3 2026.
  • CAVA Group was a new Fortitude Family Office position in Q3 2026.
  • CAVA Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1455 holding.
  • Fortitude Family Office first reported a position in CAVA Group in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.