LWAM
CAVA icon

Legacy Wealth Asset Management’s CAVA Group CAVA Stock Holding History

Legacy Wealth Asset 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
2026
Q3 		$239K Buy
4,419
+21
+0.5% +$1.33K 0.05% 329
2026
Q2 		$345K Sell
4,398
-77
-2% -$6.46K 0.08% 305
2026
Q1 		$362K Buy
+4,475
New +$326K 0.09% 300
2025
Q4 		– Sell
-4,181
Closed -$253K – 367
2025
Q3 		$253K Buy
4,181
+643
+18% +$48.7K 0.06% 330
2025
Q2 		$298K Buy
+3,538
New +$302K 0.08% 317

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Legacy Wealth Asset Management's CAVA Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its CAVA Group (CAVA) stake by 0.48% in Q3 2026, buying an estimated $1.33K and bringing the position to 4,419 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #329.

Legacy Wealth Asset Management first reported a position in CAVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $362K in Q1 2026. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Legacy Wealth Asset Management held 4,419 shares of CAVA Group worth $239K as of Q3 2026.
  • Legacy Wealth Asset Management bought 21 CAVA Group shares in Q3 2026, an estimated $1.33K.
  • CAVA Group made up 0.05% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #329 holding.
  • Legacy Wealth Asset Management first reported a position in CAVA Group in Q2 2025 and has held it in 5 quarters since.
  • Legacy Wealth Asset Management's CAVA Group position peaked at $362K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.