GI
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GAMMA Investing’s CAVA Group CAVA Stock Holding History

GAMMA Investing’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 		$93.5K Sell
1,729
-1,225
-41% -$77.9K ﹤0.01% 1921
2026
Q2 		$232K Sell
2,954
-91
-3% -$7.63K 0.01% 1156
2026
Q1 		$246K Buy
3,045
+1,297
+74% +$94.6K 0.01% 966
2025
Q4 		$103K Buy
1,748
+734
+72% +$40.9K 0.01% 1558
2025
Q3 		$61.3K Sell
1,014
-427
-30% -$32.3K ﹤0.01% 1850
2025
Q2 		$121K Buy
1,441
+587
+69% +$50.1K 0.01% 1282
2025
Q1 		$73.8K Buy
854
+432
+102% +$46.8K 0.01% 1497
2024
Q4 		$47.6K Buy
422
+114
+37% +$15.2K ﹤0.01% 1694
2024
Q3 		$38.1K Buy
308
+125
+68% +$12.7K ﹤0.01% 1684
2024
Q2 		$17K Buy
183
+62
+51% +$4.79K ﹤0.01% 1963
2024
Q1 		$8.48K Buy
121
+19
+19% +$1.02K ﹤0.01% 2145
2023
Q4 		$4.77K Buy
+102
New +$3.56K ﹤0.01% 2260

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing's CAVA Position: Q3 2026 in Review

GAMMA Investing reduced its CAVA Group (CAVA) stake by 41% in Q3 2026, selling an estimated $77.9K and leaving 1,729 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

GAMMA Investing first reported a position in CAVA in Q4 2023 and has held it in 12 quarters since. The position peaked at $246K in Q1 2026. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • GAMMA Investing held 1,729 shares of CAVA Group worth $93.5K as of Q3 2026.
  • GAMMA Investing sold 1,225 CAVA Group shares in Q3 2026, an estimated $77.9K.
  • CAVA Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1921 holding.
  • GAMMA Investing first reported a position in CAVA Group in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's CAVA Group position peaked at $246K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.