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LGT Group Foundation’s CAVA Group CAVA Stock Holding History

LGT Group Foundation’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
Q3 		– Sell
-7,783
Closed -$656K – 286
2025
Q2 		$656K Sell
7,783
-1,684
-18% -$144K 0.01% 220
2025
Q1 		$818K Sell
9,467
-597
-6% -$64.7K 0.01% 211
2024
Q4 		$1.14M Buy
10,064
+3,979
+65% +$531K 0.02% 196
2024
Q3 		$748K Buy
+6,085
New +$618K 0.01% 220

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Group Foundation's CAVA Position: Q3 2025 in Review

LGT Group Foundation sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 7,783 shares — an estimated $656K sold.

LGT Group Foundation first reported a position in CAVA in Q3 2024 and held it in 4 quarters. The position peaked at $1.14M in Q4 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • LGT Group Foundation reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • LGT Group Foundation sold 7,783 CAVA Group shares in Q3 2025, an estimated $656K.
  • LGT Group Foundation first reported a position in CAVA Group in Q3 2024 and held it in 4 quarters.
  • LGT Group Foundation's CAVA Group position peaked at $1.14M in Q4 2024.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on LGT Group Foundation's 13F filing for Q3 2025, filed 13 Nov 2025.