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Global Retirement Partners’s CAVA Group CAVA Stock Holding History

Global Retirement Partners’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 		$79K Buy
1,346
+474
+54% +$26.4K ﹤0.01% 2055
2025
Q3 		$52.7K Sell
872
-4,621
-84% -$350K ﹤0.01% 1858
2025
Q2 		$463K Buy
+5,493
New +$468K 0.01% 747
2024
Q4 		$55.3K Buy
490
+39
+9% +$5.2K ﹤0.01% 1576
2024
Q3 		$55.9K Buy
451
+113
+33% +$11.5K ﹤0.01% 1510
2024
Q2 		$31.4K Buy
338
+155
+85% +$12K ﹤0.01% 1770
2024
Q1 		$12.8K Buy
+183
New +$9.81K ﹤0.01% 2008

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's CAVA Position: Q4 2025 in Review

Global Retirement Partners increased its CAVA Group (CAVA) stake by 54% in Q4 2025, buying an estimated $26.4K and bringing the position to 1,346 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Global Retirement Partners first reported a position in CAVA in Q1 2024 and has held it in 7 quarters since. The position peaked at $463K in Q2 2025. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Global Retirement Partners held 1,346 shares of CAVA Group worth $79K as of Q4 2025.
  • Global Retirement Partners bought 474 CAVA Group shares in Q4 2025, an estimated $26.4K.
  • CAVA Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2055 holding.
  • Global Retirement Partners first reported a position in CAVA Group in Q1 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's CAVA Group position peaked at $463K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.