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New York Life Investment Management’s CAVA Group CAVA Stock Holding History

New York Life Investment 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
Q4 		– Sell
-10,111
Closed -$611K – 784
2025
Q3 		$611K Sell
10,111
-327
-3% -$24.8K 0.01% 749
2025
Q2 		$879K Sell
10,438
-147
-1% -$12.5K 0.01% 669
2025
Q1 		$915K Buy
+10,585
New +$1.15M 0.01% 662

Other funds holding CAVA

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.37T AUM 44.26% 1-Year Est. Return

New York Life Investment Management's CAVA Position: Q4 2025 in Review

New York Life Investment Management sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 10,111 shares — an estimated $611K sold.

New York Life Investment Management first reported a position in CAVA in Q1 2025 and held it in 3 quarters. The position peaked at $915K in Q1 2025. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • New York Life Investment Management reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • New York Life Investment Management sold 10,111 CAVA Group shares in Q4 2025, an estimated $611K.
  • New York Life Investment Management first reported a position in CAVA Group in Q1 2025 and held it in 3 quarters.
  • New York Life Investment Management's CAVA Group position peaked at $915K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.