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Kestra Private Wealth Services’s CAVA Group CAVA Stock Holding History

Kestra Private Wealth Services’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
-6,130
Closed -$370K – 1738
2025
Q3 		$370K Buy
+6,130
New +$464K ﹤0.01% 1249
2024
Q4 		– Sell
-3,692
Closed -$457K – 1433
2024
Q3 		$457K Sell
3,692
-151
-4% -$15.3K 0.01% 918
2024
Q2 		$356K Buy
+3,843
New +$297K 0.01% 979

Other funds holding CAVA

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kestra Private Wealth Services's CAVA Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 6,130 shares — an estimated $370K sold.

Kestra Private Wealth Services first reported a position in CAVA in Q2 2024 and held it in 3 quarters. The position peaked at $457K in Q3 2024. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,130 CAVA Group shares in Q4 2025, an estimated $370K.
  • Kestra Private Wealth Services first reported a position in CAVA Group in Q2 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's CAVA Group position peaked at $457K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.