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Wedmont Private Capital’s CAVA Group CAVA Stock Holding History

Wedmont Private Capital’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
Q2 		$511K Sell
7,085
-193
-3% -$16.2K 0.01% 552
2026
Q1 		$627K Buy
7,278
+2,539
+54% +$185K 0.02% 420
2025
Q4 		$322K Buy
+4,739
New +$264K 0.01% 622

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return

Wedmont Private Capital's CAVA Position: Q2 2026 in Review

Wedmont Private Capital reduced its CAVA Group (CAVA) stake by 2.7% in Q2 2026, selling an estimated $16.2K and leaving 7,085 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #552.

Wedmont Private Capital first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $627K in Q1 2026. 250 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Wedmont Private Capital held 7,085 shares of CAVA Group worth $511K as of Q2 2026.
  • Wedmont Private Capital sold 193 CAVA Group shares in Q2 2026, an estimated $16.2K.
  • CAVA Group made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #552 holding.
  • Wedmont Private Capital first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
  • Wedmont Private Capital's CAVA Group position peaked at $627K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.