HM Payson & Co’s CAVA Group CAVA Stock Holding History

HM Payson & Co’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 Q2	–	Sell	-50	Closed	-$4.32K	–	1004
2025 Q1	$4.32K	Buy	+50	New	+$5.42K	﹤0.01%	913

Other funds holding CAVA

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

HM Payson & Co's CAVA Position: Q2 2025 in Review

HM Payson & Co sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 50 shares — an estimated $4.32K sold.

HM Payson & Co first reported a position in CAVA in Q1 2025 and held it in 1 quarter. The position peaked at $4.32K in Q1 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

HM Payson & Co reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
HM Payson & Co sold 50 CAVA Group shares in Q2 2025, an estimated $4.32K.
HM Payson & Co first reported a position in CAVA Group in Q1 2025 and held it in 1 quarter.
HM Payson & Co's CAVA Group position peaked at $4.32K in Q1 2025.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.