Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s CAVA Group CAVA Stock Holding History

Kovitz Investment Group Partners’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
Q2 		– Sell
-4,969
Closed -$429K – 1360
2025
Q1 		$429K Buy
4,969
+2,529
+104% +$274K ﹤0.01% 947
2024
Q4 		$275K Buy
2,440
+164
+7% +$21.9K ﹤0.01% 1066
2024
Q3 		$242K Buy
2,276
+35
+2% +$3.56K ﹤0.01% 914
2024
Q2 		$208K Sell
2,241
-966
-30% -$74.6K ﹤0.01% 793
2024
Q1 		$225K Buy
+3,207
New +$172K ﹤0.01% 620

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kovitz Investment Group Partners's CAVA Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 4,969 shares — an estimated $429K sold.

Kovitz Investment Group Partners first reported a position in CAVA in Q1 2024 and held it in 5 quarters. The position peaked at $429K in Q1 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,969 CAVA Group shares in Q2 2025, an estimated $429K.
  • Kovitz Investment Group Partners first reported a position in CAVA Group in Q1 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's CAVA Group position peaked at $429K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.