Principia Wealth Advisory’s CAVA Group CAVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.69K Buy
47
+21
+81% +$1.76K ﹤0.01% 430
2026
Q1
$2.1K Hold
26
﹤0.01% 510
2025
Q4
$1.53K Buy
26
+21
+420% +$1.17K ﹤0.01% 540
2025
Q3
$302 Buy
+5
New +$379 ﹤0.01% 854
2025
Q2
Sell
-1
Closed -$92 956
2025
Q1
$92 Buy
+1
New +$108 ﹤0.01% 813

Other funds holding CAVA

Principia Wealth Advisory's CAVA Position: Q2 2026 in Review

Principia Wealth Advisory increased its CAVA Group (CAVA) stake by 81% in Q2 2026, buying an estimated $1.76K and bringing the position to 47 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Principia Wealth Advisory first reported a position in CAVA in Q1 2025 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Principia Wealth Advisory held 47 shares of CAVA Group worth $3.69K as of Q2 2026.
  • Principia Wealth Advisory bought 21 CAVA Group shares in Q2 2026, an estimated $1.76K.
  • CAVA Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #430 holding.
  • Principia Wealth Advisory first reported a position in CAVA Group in Q1 2025 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.