MFG
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Magnus Financial Group’s CAVA Group CAVA Stock Holding History

Magnus Financial Group’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
-6,301
Closed -$531K – 404
2025
Q2 		$531K Sell
6,301
-14
-0.2% -$1.19K 0.05% 226
2025
Q1 		$546K Buy
6,315
+543
+9% +$58.9K 0.05% 211
2024
Q4 		$651K Buy
5,772
+681
+13% +$90.8K 0.06% 190
2024
Q3 		$631K Buy
5,091
+736
+17% +$74.8K 0.06% 187
2024
Q2 		$404K Buy
+4,355
New +$336K 0.05% 222

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

Magnus Financial Group's CAVA Position: Q3 2025 in Review

Magnus Financial Group sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 6,301 shares — an estimated $531K sold.

Magnus Financial Group first reported a position in CAVA in Q2 2024 and held it in 5 quarters. The position peaked at $651K in Q4 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Magnus Financial Group reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Magnus Financial Group sold 6,301 CAVA Group shares in Q3 2025, an estimated $531K.
  • Magnus Financial Group first reported a position in CAVA Group in Q2 2024 and held it in 5 quarters.
  • Magnus Financial Group's CAVA Group position peaked at $651K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Magnus Financial Group's 13F filing for Q3 2025, filed 28 Oct 2025.