MassMutual Private Wealth & Trust’s CAVA Group CAVA Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$12.1K	Sell	224 -64	-22%	-$4.07K	﹤0.01%	1255
2026 Q2	$22.6K	Sell	288 -1	-0.3%	-$84	﹤0.01%	1073
2026 Q1	$23.4K	Buy	289 +78	+37%	+$5.69K	﹤0.01%	1036
2025 Q4	$12.4K	Buy	211 +188	+817%	+$10.5K	﹤0.01%	1299
2025 Q3	$1.39K	Sell	23 -59	-72%	-$4.47K	﹤0.01%	2081
2025 Q2	$6.91K	Sell	82 -58	-41%	-$4.95K	﹤0.01%	1500
2025 Q1	$12.1K	Buy	140 +124	+775%	+$13.4K	﹤0.01%	1235
2024 Q4	$1.8K	Buy	16 +14	+700%	+$1.87K	﹤0.01%	1859
2024 Q3	$248	Buy	+2	New	+$203	﹤0.01%	2076

Other funds holding CAVA

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's CAVA Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its CAVA Group (CAVA) stake by 22% in Q3 2026, selling an estimated $4.07K and leaving 224 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

MassMutual Private Wealth & Trust first reported a position in CAVA in Q3 2024 and has held it in 9 quarters since. The position peaked at $23.4K in Q1 2026. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

MassMutual Private Wealth & Trust held 224 shares of CAVA Group worth $12.1K as of Q3 2026.
MassMutual Private Wealth & Trust sold 64 CAVA Group shares in Q3 2026, an estimated $4.07K.
CAVA Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1255 holding.
MassMutual Private Wealth & Trust first reported a position in CAVA Group in Q3 2024 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's CAVA Group position peaked at $23.4K in Q1 2026.
15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.