Joule Financial’s CAVA Group CAVA Stock Holding History

Joule Financial’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 Q3	–	Sell	-10,096	Closed	-$850K	–	117
2025 Q2	$850K	Buy	+10,096	New	+$861K	0.28%	45

Other funds holding CAVA

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

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joule Financial's CAVA Position: Q3 2025 in Review

Joule Financial sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 10,096 shares — an estimated $850K sold.

Joule Financial first reported a position in CAVA in Q2 2025 and held it in 1 quarter. The position peaked at $850K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

Joule Financial reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
Joule Financial sold 10,096 CAVA Group shares in Q3 2025, an estimated $850K.
Joule Financial first reported a position in CAVA Group in Q2 2025 and held it in 1 quarter.
Joule Financial's CAVA Group position peaked at $850K in Q2 2025.
499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Joule Financial's 13F filing for Q3 2025, filed 3 Nov 2025.