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Golden State Wealth Management’s CAVA Group CAVA Stock Holding History

Golden State Wealth Management’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
Q1 		– Sell
-11
Closed -$646 – 1635
2025
Q4 		$646 Buy
+11
New +$613 ﹤0.01% 1568
2025
Q3 		– Sell
-420
Closed -$35.4K – 1666
2025
Q2 		$35.4K Hold
420
– – ﹤0.01% 720
2025
Q1 		$36.3K Hold
420
– – 0.01% 659
2024
Q4 		$47.4K Buy
+420
New +$56K 0.01% 587

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Golden State Wealth Management's CAVA Position: Q1 2026 in Review

Golden State Wealth Management sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 11 shares — an estimated $646 sold.

Golden State Wealth Management first reported a position in CAVA in Q4 2024 and held it in 4 quarters. The position peaked at $47.4K in Q4 2024. 518 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Golden State Wealth Management reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 11 CAVA Group shares in Q1 2026, an estimated $646.
  • Golden State Wealth Management first reported a position in CAVA Group in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's CAVA Group position peaked at $47.4K in Q4 2024.
  • 518 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.