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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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. 519 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.
  • 519 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.