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Sunbelt Securities’s CAVA Group CAVA Stock Holding History

Sunbelt Securities’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 		$89K Hold
1,100
– – 0.01% 879
2025
Q4 		$64.6K Sell
1,100
-900
-45% -$50.2K ﹤0.01% 936
2025
Q3 		$121K Buy
2,000
+1,600
+400% +$121K 0.01% 772
2025
Q2 		$45.1K Hold
400
– – ﹤0.01% 964
2025
Q1 		$34.6K Hold
400
– – ﹤0.01% 988
2024
Q4 		$44.6K Hold
400
– – ﹤0.01% 968
2024
Q3 		$49.5K Buy
+400
New +$40.7K ﹤0.01% 947

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

Sunbelt Securities's CAVA Position: Q1 2026 in Review

Sunbelt Securities held its CAVA Group (CAVA) position steady in Q1 2026 at 1,100 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #879.

Sunbelt Securities first reported a position in CAVA in Q3 2024 and has held it in 7 quarters since. The position peaked at $121K in Q3 2025. 518 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Sunbelt Securities held 1,100 shares of CAVA Group worth $89K as of Q1 2026.
  • Sunbelt Securities left its CAVA Group share count unchanged in Q1 2026.
  • CAVA Group made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #879 holding.
  • Sunbelt Securities first reported a position in CAVA Group in Q3 2024 and has held it in 7 quarters since.
  • Sunbelt Securities's CAVA Group position peaked at $121K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.