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Key Client Fiduciary Advisors’s CAVA Group CAVA Stock Holding History

Key Client Fiduciary Advisors’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
-5,891
Closed -$356K – 223
2025
Q3 		$356K Sell
5,891
-3,165
-35% -$240K 0.12% 150
2025
Q2 		$763K Buy
9,056
+2,802
+45% +$239K 0.31% 75
2025
Q1 		$540K Buy
6,254
+898
+17% +$97.4K 0.25% 93
2024
Q4 		$604K Buy
5,356
+202
+4% +$26.9K 0.27% 86
2024
Q3 		$638K Sell
5,154
-150
-3% -$15.2K 0.29% 81
2024
Q2 		$492K Buy
+5,304
New +$409K 0.24% 95

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

Key Client Fiduciary Advisors's CAVA Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 5,891 shares — an estimated $356K sold.

Key Client Fiduciary Advisors first reported a position in CAVA in Q2 2024 and held it in 6 quarters. The position peaked at $763K in Q2 2025. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Key Client Fiduciary Advisors reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 5,891 CAVA Group shares in Q4 2025, an estimated $356K.
  • Key Client Fiduciary Advisors first reported a position in CAVA Group in Q2 2024 and held it in 6 quarters.
  • Key Client Fiduciary Advisors's CAVA Group position peaked at $763K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.