JFS Wealth Advisors’s CAVA Group CAVA Stock Holding History

JFS Wealth Advisors’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	-1	Closed	-$87	–	1890
2025 Q1	$87	Sell	1 -12	-92%	-$1.3K	﹤0.01%	1878
2024 Q4	$1.47K	Buy	+13	New	+$1.73K	﹤0.01%	1586

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

JFS Wealth Advisors's CAVA Position: Q2 2025 in Review

JFS Wealth Advisors sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 1 share — an estimated $87 sold.

JFS Wealth Advisors first reported a position in CAVA in Q4 2024 and held it in 2 quarters. The position peaked at $1.47K in Q4 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

JFS Wealth Advisors reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 1 CAVA Group share in Q2 2025, an estimated $87.
JFS Wealth Advisors first reported a position in CAVA Group in Q4 2024 and held it in 2 quarters.
JFS Wealth Advisors's CAVA Group position peaked at $1.47K in Q4 2024.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.