GA
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GoalVest Advisory’s CAVA Group CAVA Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-24,930
Closed -$2.02M – 513
2026
Q1 		$2.02M Buy
24,930
+19,450
+355% +$1.42M 0.39% 39
2025
Q4 		$322K Sell
5,480
-3,050
-36% -$170K 0.06% 120
2025
Q3 		$515K Buy
+8,530
New +$646K 0.11% 93

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MCM
Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GoalVest Advisory's CAVA Position: Q2 2026 in Review

GoalVest Advisory sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 24,930 shares — an estimated $2.02M sold.

GoalVest Advisory first reported a position in CAVA in Q3 2025 and held it in 3 quarters. The position peaked at $2.02M in Q1 2026. 49 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • GoalVest Advisory reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 24,930 CAVA Group shares in Q2 2026, an estimated $2.02M.
  • GoalVest Advisory first reported a position in CAVA Group in Q3 2025 and held it in 3 quarters.
  • GoalVest Advisory's CAVA Group position peaked at $2.02M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.