Polen Capital Management
CAVA icon

Polen Capital Management’s CAVA Group CAVA Stock Holding History

Polen Capital 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
-7,922
Closed -$479K – 248
2025
Q3 		$479K Buy
+7,922
New +$600K ﹤0.01% 191

Other funds holding CAVA

AG
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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 $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
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

Polen Capital Management's CAVA Position: Q4 2025 in Review

Polen Capital Management sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 7,922 shares — an estimated $479K sold.

Polen Capital Management first reported a position in CAVA in Q3 2025 and held it in 1 quarter. The position peaked at $479K in Q3 2025. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Polen Capital Management reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 7,922 CAVA Group shares in Q4 2025, an estimated $479K.
  • Polen Capital Management first reported a position in CAVA Group in Q3 2025 and held it in 1 quarter.
  • Polen Capital Management's CAVA Group position peaked at $479K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.