RI
CAVA icon

Ridgewood Investments’s CAVA Group CAVA Stock Holding History

Ridgewood Investments’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 		– Sell
-3,232
Closed -$261K – 211
2026
Q1 		$261K Buy
+3,232
New +$236K 0.11% 185
2025
Q3 		$299K Buy
5,398
+1,153
+27% +$87.4K 0.13% 178
2025
Q2 		$358K Buy
4,245
+725
+21% +$61.8K 0.15% 148
2025
Q1 		$273K Buy
3,520
+1,325
+60% +$144K 0.13% 157
2024
Q4 		$248K Sell
2,195
-200
-8% -$26.7K 0.12% 158
2024
Q3 		$297K Sell
2,395
-925
-28% -$94K 0.15% 139
2024
Q2 		$308K Hold
3,320
– – 0.15% 146
2024
Q1 		$233K Buy
+3,320
New +$178K 0.12% 166

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ridgewood Investments's CAVA Position: Q2 2026 in Review

Ridgewood Investments sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 3,232 shares — an estimated $261K sold.

Ridgewood Investments first reported a position in CAVA in Q1 2024 and held it in 8 quarters. The position peaked at $358K in Q2 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Ridgewood Investments reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Ridgewood Investments sold 3,232 CAVA Group shares in Q2 2026, an estimated $261K.
  • Ridgewood Investments first reported a position in CAVA Group in Q1 2024 and held it in 8 quarters.
  • Ridgewood Investments's CAVA Group position peaked at $358K in Q2 2025.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.