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Trivant Custom Portfolio Group’s CAVA Group CAVA Stock Holding History

Trivant Custom Portfolio Group’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
Q2 		– Sell
-108
Closed -$9.33K – 119
2025
Q1 		$9.33K Hold
108
– – 0.01% 154
2024
Q4 		$12.2K Buy
108
+8
+8% +$1.07K 0.01% 144
2024
Q3 		$12.4K Hold
100
– – 0.01% 130
2024
Q2 		$9.28K Hold
100
– – 0.01% 156
2024
Q1 		$7K Buy
+100
New +$5.36K ﹤0.01% 165

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Trivant Custom Portfolio Group's CAVA Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 108 shares — an estimated $9.33K sold.

Trivant Custom Portfolio Group first reported a position in CAVA in Q1 2024 and held it in 5 quarters. The position peaked at $12.4K in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 108 CAVA Group shares in Q2 2025, an estimated $9.33K.
  • Trivant Custom Portfolio Group first reported a position in CAVA Group in Q1 2024 and held it in 5 quarters.
  • Trivant Custom Portfolio Group's CAVA Group position peaked at $12.4K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.