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Mark Sheptoff Financial Planning’s CAVA Group CAVA Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-50
Closed -$2.94K – 520
2025
Q4 		$2.94K Sell
50
-100
-67% -$5.58K ﹤0.01% 465
2025
Q3 		$9.06K Buy
150
+50
+50% +$3.79K ﹤0.01% 353
2025
Q2 		$8.42K Hold
100
– – ﹤0.01% 355
2025
Q1 		$8.64K Buy
+100
New +$10.8K ﹤0.01% 333
2024
Q3 		– Sell
-388
Closed -$36K – 437
2024
Q2 		$36K Buy
+388
New +$30K 0.02% 199

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mark Sheptoff Financial Planning's CAVA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 50 shares — an estimated $2.94K sold.

Mark Sheptoff Financial Planning first reported a position in CAVA in Q2 2024 and held it in 5 quarters. The position peaked at $36K in Q2 2024. 518 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 50 CAVA Group shares in Q1 2026, an estimated $2.94K.
  • Mark Sheptoff Financial Planning first reported a position in CAVA Group in Q2 2024 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's CAVA Group position peaked at $36K in Q2 2024.
  • 518 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.