Waverly Advisors’s CAVA Group CAVA Stock Holding History

Waverly 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	-3,692	Closed	-$223K	–	1487
2025 Q3	$223K	Buy	3,692 +1,008	+38%	+$76.4K	﹤0.01%	1166
2025 Q2	$226K	Buy	+2,684	New	+$229K	﹤0.01%	1080

Other funds holding CAVA

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waverly Advisors's CAVA Position: Q4 2025 in Review

Waverly Advisors sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 3,692 shares — an estimated $223K sold.

Waverly Advisors first reported a position in CAVA in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

Waverly Advisors reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
Waverly Advisors sold 3,692 CAVA Group shares in Q4 2025, an estimated $223K.
Waverly Advisors first reported a position in CAVA Group in Q2 2025 and held it in 2 quarters.
Waverly Advisors's CAVA Group position peaked at $226K in Q2 2025.
483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.