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
2025
Q3 		– Sell
-500
Closed -$9.49K – 267
2025
Q2 		$9.49K Buy
+500
New +$42.6K ﹤0.01% 526

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 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. 250 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.
  • 250 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.