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Kingsview Wealth Management’s CAVA Group CAVA Stock Holding History

Kingsview 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
-7,939
Closed -$480K – 1246
2025
Q3 		$480K Sell
7,939
-4,727
-37% -$358K 0.01% 814
2025
Q2 		$1.07M Sell
12,666
-8,116
-39% -$692K 0.02% 567
2025
Q1 		$1.8M Sell
20,782
-3,506
-14% -$380K 0.03% 409
2024
Q4 		$2.74M Buy
24,288
+633
+3% +$84.4K 0.05% 318
2024
Q3 		$2.93M Buy
23,655
+2,149
+10% +$218K 0.06% 291
2024
Q2 		$1.99M Buy
21,506
+17,311
+413% +$1.34M 0.05% 348
2024
Q1 		$294K Buy
+4,195
New +$225K 0.01% 822

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

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

Kingsview Wealth Management sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 7,939 shares — an estimated $480K sold.

Kingsview Wealth Management first reported a position in CAVA in Q1 2024 and held it in 7 quarters. The position peaked at $2.93M in Q3 2024. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Kingsview Wealth Management reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,939 CAVA Group shares in Q4 2025, an estimated $480K.
  • Kingsview Wealth Management first reported a position in CAVA Group in Q1 2024 and held it in 7 quarters.
  • Kingsview Wealth Management's CAVA Group position peaked at $2.93M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.