Portside Wealth Group’s CAVA Group CAVA Stock Holding History

Portside Wealth Group’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 Q2	$284K	Sell	3,617 -41	-1%	-$3.44K	0.03%	414
2026 Q1	$296K	Sell	3,658 -127	-3%	-$9.26K	0.04%	369
2025 Q4	$222K	Sell	3,785 -1,257	-25%	-$70.1K	0.03%	425
2025 Q3	$305K	Buy	5,042 +767	+18%	+$58.1K	0.04%	373
2025 Q2	$360K	Buy	+4,275	New	+$365K	0.05%	304

Other funds holding CAVA

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MCM

Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Portside Wealth Group's CAVA Position: Q2 2026 in Review

Portside Wealth Group reduced its CAVA Group (CAVA) stake by 1.1% in Q2 2026, selling an estimated $3.44K and leaving 3,617 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #414.

Portside Wealth Group first reported a position in CAVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $360K in Q2 2025. 49 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Portside Wealth Group held 3,617 shares of CAVA Group worth $284K as of Q2 2026.
Portside Wealth Group sold 41 CAVA Group shares in Q2 2026, an estimated $3.44K.
CAVA Group made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #414 holding.
Portside Wealth Group first reported a position in CAVA Group in Q2 2025 and has held it in 5 quarters since.
Portside Wealth Group's CAVA Group position peaked at $360K in Q2 2025.
49 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.