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Journey Retirement Planning & Investment Management’s CAVA Group CAVA Stock Holding History

Journey Retirement Planning & Investment 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
-3,786
Closed -$222K – 152
2025
Q4 		$222K Buy
+3,786
New +$211K 0.05% 238

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Journey Retirement Planning & Investment Management's CAVA Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 3,786 shares — an estimated $222K sold.

Journey Retirement Planning & Investment Management first reported a position in CAVA in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 3,786 CAVA Group shares in Q1 2026, an estimated $222K.
  • Journey Retirement Planning & Investment Management first reported a position in CAVA Group in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's CAVA Group position peaked at $222K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.