Laurel Wealth Advisors (North Carolina)’s CAVA Group CAVA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026 Q1	–	Sell	-63	Closed	-$3.7K	–	266
2025 Q4	$3.7K	Buy	+63	New	+$3.51K	﹤0.01%	569
2025 Q2	–	Sell	-63	Closed	-$5.44K	–	266
2025 Q1	$5.44K	Hold	63	–	–	﹤0.01%	527
2024 Q4	$7.11K	Hold	63	–	–	﹤0.01%	519
2024 Q3	$7.8K	Hold	63	–	–	﹤0.01%	477
2024 Q2	$5.84K	Hold	63	–	–	﹤0.01%	468
2024 Q1	$4.41K	Buy	+63	New	+$3.38K	﹤0.01%	498

Other funds holding CAVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CAVA Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 63 shares — an estimated $3.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CAVA in Q1 2024 and held it in 6 quarters. The position peaked at $7.8K in Q3 2024. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 63 CAVA Group shares in Q1 2026, an estimated $3.7K.
Laurel Wealth Advisors (North Carolina) first reported a position in CAVA Group in Q1 2024 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s CAVA Group position peaked at $7.8K in Q3 2024.
517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.