QWM
CAVA icon

Quaker Wealth Management’s CAVA Group CAVA Stock Holding History

Quaker Wealth 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
Q2 		– Sell
-20
Closed -$1.73K – 995
2025
Q1 		$1.73K Buy
+20
New +$2.17K ﹤0.01% 427

Other funds holding CAVA

MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Quaker Wealth Management's CAVA Position: Q2 2026 in Review

Quaker Wealth Management reduced its CAVA Group (CAVA) stake by 8% in Q2 2026, selling an estimated $168 and leaving 23 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Quaker Wealth Management first reported a position in CAVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.02K in Q1 2026. 148 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Quaker Wealth Management held 23 shares of CAVA Group worth $1.81K as of Q2 2026.
  • Quaker Wealth Management sold 2 CAVA Group shares in Q2 2026, an estimated $168.
  • CAVA Group made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Quaker Wealth Management first reported a position in CAVA Group in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's CAVA Group position peaked at $2.02K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.