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Principal Securities’s CAVA Group CAVA Stock Holding History

Principal Securities’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
-730
Closed -$44.1K – 1667
2025
Q3 		$44.1K Buy
730
+97
+15% +$7.35K ﹤0.01% 2006
2025
Q2 		$53.3K Buy
633
+197
+45% +$16.8K ﹤0.01% 1834
2025
Q1 		$49.2K Hold
436
– – ﹤0.01% 1763
2024
Q4 		$49.2K Buy
436
+316
+263% +$42.1K ﹤0.01% 1763
2024
Q3 		$14.9K Sell
120
-330
-73% -$33.5K ﹤0.01% 2265
2024
Q2 		$41.7K Sell
450
-2,000
-82% -$154K ﹤0.01% 1703
2024
Q1 		$172K Buy
+2,450
New +$131K 0.01% 1073

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 $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

Principal Securities's CAVA Position: Q4 2025 in Review

Principal Securities sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 730 shares — an estimated $44.1K sold.

Principal Securities first reported a position in CAVA in Q1 2024 and held it in 7 quarters. The position peaked at $172K in Q1 2024. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Principal Securities reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 730 CAVA Group shares in Q4 2025, an estimated $44.1K.
  • Principal Securities first reported a position in CAVA Group in Q1 2024 and held it in 7 quarters.
  • Principal Securities's CAVA Group position peaked at $172K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.