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JPL Wealth Management’s CAVA Group CAVA Stock Holding History

JPL 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 		$2.27K Buy
+28
New +$2.04K ﹤0.01% 937
2025
Q4 		– Sell
-28
Closed -$1.69K – 279
2025
Q3 		$1.69K Buy
+28
New +$2.12K ﹤0.01% 896

Other funds holding CAVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JPL Wealth Management's CAVA Position: Q1 2026 in Review

JPL Wealth Management opened a new position in CAVA Group (CAVA) in Q1 2026: 28 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CAVA as recently as Q3 2025.

JPL Wealth Management first reported a position in CAVA in Q3 2025 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • JPL Wealth Management held 28 shares of CAVA Group worth $2.27K as of Q1 2026.
  • CAVA Group was a new JPL Wealth Management position in Q1 2026.
  • CAVA Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #937 holding.
  • JPL Wealth Management first reported a position in CAVA Group in Q3 2025 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.