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Keebeck Wealth Management’s CAVA Group CAVA Stock Holding History

Keebeck 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
2025
Q4 		– Sell
-10,100
Closed -$610K – 370
2025
Q3 		$610K Sell
10,100
-12,580
-55% -$953K 0.07% 186
2025
Q2 		$1.91M Hold
22,680
– – 0.25% 101
2025
Q1 		$1.96M Hold
22,680
– – 0.29% 95
2024
Q4 		$2.56M Hold
22,680
– – 0.37% 73
2024
Q3 		$2.81M Buy
22,680
+2,580
+13% +$262K 0.41% 71
2024
Q2 		$1.86M Hold
20,100
– – 0.27% 95
2024
Q1 		$1.41M Hold
20,100
– – 0.21% 118
2023
Q4 		$864K Hold
20,100
– – 0.14% 137
2023
Q3 		$616K Buy
+20,100
New +$877K 0.11% 151

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Keebeck Wealth Management's CAVA Position: Q4 2025 in Review

Keebeck Wealth Management sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 10,100 shares — an estimated $610K sold.

Keebeck Wealth Management first reported a position in CAVA in Q3 2023 and held it in 9 quarters. The position peaked at $2.81M in Q3 2024. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Keebeck Wealth Management reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 10,100 CAVA Group shares in Q4 2025, an estimated $610K.
  • Keebeck Wealth Management first reported a position in CAVA Group in Q3 2023 and held it in 9 quarters.
  • Keebeck Wealth Management's CAVA Group position peaked at $2.81M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Keebeck Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.