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Sentry Investment Management’s CAVA Group CAVA Stock Holding History

Sentry Investment Management’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
-551
Closed -$32K – 80
2025
Q4 		$32K Hold
551
– – 0.02% 454
2025
Q3 		$35K Sell
551
-3,721
-87% -$282K 0.02% 446
2025
Q2 		$374K Buy
4,272
+409
+11% +$34.9K 0.21% 107
2025
Q1 		$306K Buy
3,863
+940
+32% +$102K 0.21% 106
2024
Q4 		$330K Sell
2,923
-1,949
-40% -$260K 0.16% 135
2024
Q3 		$603K Buy
4,872
+704
+17% +$71.6K 0.25% 86
2024
Q2 		$387K Buy
4,168
+846
+25% +$65.3K 0.17% 137
2024
Q1 		$233K Hold
3,322
– – 0.09% 211
2023
Q4 		$143K Buy
+3,322
New +$116K 0.06% 279

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

Sentry Investment Management's CAVA Position: Q1 2026 in Review

Sentry Investment Management sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 551 shares — an estimated $32K sold.

Sentry Investment Management first reported a position in CAVA in Q4 2023 and held it in 9 quarters. The position peaked at $603K in Q3 2024. 518 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Sentry Investment Management reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 551 CAVA Group shares in Q1 2026, an estimated $32K.
  • Sentry Investment Management first reported a position in CAVA Group in Q4 2023 and held it in 9 quarters.
  • Sentry Investment Management's CAVA Group position peaked at $603K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.