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Ritter Daniher Financial Advisory’s CAVA Group CAVA Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-1,550
Closed -$91K – 593
2025
Q4 		$91K Buy
1,550
+50
+3% +$2.79K 0.02% 225
2025
Q3 		$90.6K Hold
1,500
– – 0.02% 196
2025
Q2 		$126K Hold
1,500
– – 0.03% 114
2025
Q1 		$130K Hold
1,500
– – 0.04% 107
2024
Q4 		$169K Hold
1,500
– – 0.05% 90
2024
Q3 		$186K Hold
1,500
– – 0.05% 85
2024
Q2 		$139K Hold
1,500
– – 0.04% 92
2024
Q1 		$105K Hold
1,500
– – 0.03% 110
2023
Q4 		$64.5K Buy
+1,500
New +$52.3K 0.02% 132

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ritter Daniher Financial Advisory's CAVA Position: Q1 2026 in Review

Ritter Daniher Financial Advisory sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 1,550 shares — an estimated $91K sold.

Ritter Daniher Financial Advisory first reported a position in CAVA in Q4 2023 and held it in 9 quarters. The position peaked at $186K in Q3 2024. 518 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Ritter Daniher Financial Advisory reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 1,550 CAVA Group shares in Q1 2026, an estimated $91K.
  • Ritter Daniher Financial Advisory first reported a position in CAVA Group in Q4 2023 and held it in 9 quarters.
  • Ritter Daniher Financial Advisory's CAVA Group position peaked at $186K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2026, filed 6 May 2026.