LPL Financial
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LPL Financial’s CAVA Group CAVA Stock Holding History

LPL Financial’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 		$20.1M Buy
2025
Q1 		$15.9M Buy
2024
Q4 		$16.4M Buy
2024
Q3 		$14.4M Buy
2024
Q2 		$9.41M Buy
2024
Q1 		$6.16M Buy
2023
Q4 		$2.66M Buy
2023
Q3 		$1.33M Buy
2023
Q2 		$415K Buy