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Regent Peak Wealth Advisors’s CAVA Group CAVA Stock Holding History

Regent Peak Wealth Advisors’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 		$250K Hold
3,188
– – 0.05% 178
2026
Q1 		$258K Buy
+3,188
New +$232K 0.05% 160
2025
Q1 		$274K Buy
3,166
+186
+6% +$20.2K 0.06% 128
2024
Q4 		$336K Hold
2,980
– – 0.08% 109
2024
Q3 		$369K Sell
2,980
-2
-0.1% -$203 0.08% 104
2024
Q2 		$277K Buy
+2,982
New +$230K 0.06% 130

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
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Regent Peak Wealth Advisors's CAVA Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its CAVA Group (CAVA) position steady in Q2 2026 at 3,188 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #178.

Regent Peak Wealth Advisors first reported a position in CAVA in Q2 2024 and has held it in 6 quarters since. The position peaked at $369K in Q3 2024. 66 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,188 shares of CAVA Group worth $250K as of Q2 2026.
  • Regent Peak Wealth Advisors left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Regent Peak Wealth Advisors first reported a position in CAVA Group in Q2 2024 and has held it in 6 quarters since.
  • Regent Peak Wealth Advisors's CAVA Group position peaked at $369K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.