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Napa Wealth Management’s CAVA Group CAVA Stock Holding History

Napa Wealth Management’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
Q2 		– Sell
-5,407
Closed -$467K – 139
2025
Q1 		$467K Sell
5,407
-145
-3% -$15.7K 0.26% 123
2024
Q4 		$626K Buy
5,552
+355
+7% +$47.3K 0.27% 104
2024
Q3 		$644K Buy
5,197
+1,172
+29% +$119K 0.3% 88
2024
Q2 		$373K Buy
+4,025
New +$311K 0.25% 81

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Napa Wealth Management's CAVA Position: Q2 2025 in Review

Napa Wealth Management sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 5,407 shares — an estimated $467K sold.

Napa Wealth Management first reported a position in CAVA in Q2 2024 and held it in 4 quarters. The position peaked at $644K in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Napa Wealth Management reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 5,407 CAVA Group shares in Q2 2025, an estimated $467K.
  • Napa Wealth Management first reported a position in CAVA Group in Q2 2024 and held it in 4 quarters.
  • Napa Wealth Management's CAVA Group position peaked at $644K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.