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Retirement Planning Group (Kansas)’s CAVA Group CAVA Stock Holding History

Retirement Planning Group (Kansas)’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
-8,400
Closed -$507K – 423
2025
Q3 		$507K Sell
8,400
-17
-0.2% -$1.29K 0.02% 265
2025
Q2 		$709K Buy
8,417
+6
+0.1% +$512 0.03% 180
2025
Q1 		$727K Sell
8,411
-378
-4% -$41K 0.03% 166
2024
Q4 		$991K Hold
8,789
– – 0.05% 125
2024
Q3 		$1.09M Sell
8,789
-7
-0.1% -$711 0.06% 117
2024
Q2 		$816K Buy
+8,796
New +$679K 0.05% 119

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

Retirement Planning Group (Kansas)'s CAVA Position: Q4 2025 in Review

Retirement Planning Group (Kansas) sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 8,400 shares — an estimated $507K sold.

Retirement Planning Group (Kansas) first reported a position in CAVA in Q2 2024 and held it in 6 quarters. The position peaked at $1.09M in Q3 2024. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Retirement Planning Group (Kansas) reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 8,400 CAVA Group shares in Q4 2025, an estimated $507K.
  • Retirement Planning Group (Kansas) first reported a position in CAVA Group in Q2 2024 and held it in 6 quarters.
  • Retirement Planning Group (Kansas)'s CAVA Group position peaked at $1.09M in Q3 2024.
  • 483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.