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Putney Financial Group’s CAVA Group CAVA Stock Holding History

Putney Financial 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
2025
Q3 		– Sell
-109
Closed -$9.18K – 109
2025
Q2 		$9.18K Buy
109
+70
+179% +$5.97K 0.01% 225
2025
Q1 		$3.37K Hold
39
– – ﹤0.01% 251
2024
Q4 		$4.4K Buy
+39
New +$5.2K ﹤0.01% 257

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putney Financial Group's CAVA Position: Q3 2025 in Review

Putney Financial Group sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 109 shares — an estimated $9.18K sold.

Putney Financial Group first reported a position in CAVA in Q4 2024 and held it in 3 quarters. The position peaked at $9.18K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Putney Financial Group reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 109 CAVA Group shares in Q3 2025, an estimated $9.18K.
  • Putney Financial Group first reported a position in CAVA Group in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's CAVA Group position peaked at $9.18K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.