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LRI Investments’s CAVA Group CAVA Stock Holding History

LRI Investments’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
Q2 		$12K Hold
153
– – ﹤0.01% 908
2026
Q1 		$12.4K Buy
153
+28
+22% +$2.04K ﹤0.01% 824
2025
Q4 		$7.34K Hold
125
– – ﹤0.01% 950
2025
Q3 		$7.55K Sell
125
-387
-76% -$29.3K ﹤0.01% 936
2025
Q2 		$43.1K Sell
512
-541
-51% -$46.1K ﹤0.01% 575
2025
Q1 		$91K Sell
1,053
-20
-2% -$2.17K 0.01% 437
2024
Q4 		$121K Buy
+1,073
New +$143K 0.01% 387

Other funds holding CAVA

MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return

LRI Investments's CAVA Position: Q2 2026 in Review

LRI Investments held its CAVA Group (CAVA) position steady in Q2 2026 at 153 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

LRI Investments first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $121K in Q4 2024. 168 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • LRI Investments held 153 shares of CAVA Group worth $12K as of Q2 2026.
  • LRI Investments left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #908 holding.
  • LRI Investments first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • LRI Investments's CAVA Group position peaked at $121K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.