Meriwether Wealth & Planning’s CAVA Group CAVA Stock Holding History

Meriwether Wealth & 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 Q3	$325	Buy	+6	New	+$382	﹤0.01%	807

Other funds holding CAVA

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Meriwether Wealth & Planning's CAVA Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in CAVA Group (CAVA) in Q3 2026: 6 shares worth $325. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings.

78 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

Meriwether Wealth & Planning held 6 shares of CAVA Group worth $325 as of Q3 2026.
CAVA Group was a new Meriwether Wealth & Planning position in Q3 2026.
CAVA Group made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #807 holding.
78 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.