Gilbert & Cook’s CAVA Group CAVA Stock Holding History

Gilbert & Cook’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	-5,506	Closed	-$333K	–	222
2025 Q3	$333K	Buy	5,506 +18	+0.3%	+$1.36K	0.04%	177
2025 Q2	$462K	Buy	+5,488	New	+$468K	0.06%	147

Other funds holding CAVA

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gilbert & Cook's CAVA Position: Q4 2025 in Review

Gilbert & Cook sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 5,506 shares — an estimated $333K sold.

Gilbert & Cook first reported a position in CAVA in Q2 2025 and held it in 2 quarters. The position peaked at $462K in Q2 2025. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

Gilbert & Cook reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
Gilbert & Cook sold 5,506 CAVA Group shares in Q4 2025, an estimated $333K.
Gilbert & Cook first reported a position in CAVA Group in Q2 2025 and held it in 2 quarters.
Gilbert & Cook's CAVA Group position peaked at $462K in Q2 2025.
483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Gilbert & Cook's 13F filing for Q4 2025, filed 7 Jan 2026.