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Trust Investment Advisors’s CAVA Group CAVA Stock Holding History

Trust Investment Advisors’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
Q4 		– Sell
-11,199
Closed -$677K – 95
2025
Q3 		$677K Buy
11,199
+5,506
+97% +$417K 0.38% 68
2025
Q2 		$480K Sell
5,693
-239
-4% -$20.4K 0.29% 73
2025
Q1 		$513K Buy
5,932
+442
+8% +$47.9K 0.33% 69
2024
Q4 		$619K Buy
5,490
+1,647
+43% +$220K 0.4% 71
2024
Q3 		$476K Buy
3,843
+56
+1% +$5.69K 0.3% 75
2024
Q2 		$351K Buy
+3,787
New +$292K 0.22% 79

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Trust Investment Advisors's CAVA Position: Q4 2025 in Review

Trust Investment Advisors sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 11,199 shares — an estimated $677K sold.

Trust Investment Advisors first reported a position in CAVA in Q2 2024 and held it in 6 quarters. The position peaked at $677K in Q3 2025. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Trust Investment Advisors reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 11,199 CAVA Group shares in Q4 2025, an estimated $677K.
  • Trust Investment Advisors first reported a position in CAVA Group in Q2 2024 and held it in 6 quarters.
  • Trust Investment Advisors's CAVA Group position peaked at $677K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Trust Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.