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West Oak Capital’s CAVA Group CAVA Stock Holding History

West Oak 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
2025
Q3 		$326 Buy
539
+3
+0.6% +$227 0.01% 173
2025
Q2 		$451 Hold
536
– – 0.02% 170
2025
Q1 		$463 Hold
536
– – 0.02% 175
2024
Q4 		$605K Hold
536
– – 0.02% 171
2024
Q3 		$664 Sell
536
-336
-39% -$34.1K 0.01% 169
2024
Q2 		$80.9K Buy
+872
New +$67.3K 0.03% 162

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Oak Capital's CAVA Position: Q3 2025 in Review

West Oak Capital increased its CAVA Group (CAVA) stake by 0.56% in Q3 2025, buying an estimated $227 and bringing the position to 539 shares worth $326. The position accounts for 0.01% of the portfolio, ranked #173.

West Oak Capital first reported a position in CAVA in Q2 2024 and has held it in 6 quarters since. The position peaked at $605K in Q4 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • West Oak Capital held 539 shares of CAVA Group worth $326 as of Q3 2025.
  • West Oak Capital bought 3 CAVA Group shares in Q3 2025, an estimated $227.
  • CAVA Group made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #173 holding.
  • West Oak Capital first reported a position in CAVA Group in Q2 2024 and has held it in 6 quarters since.
  • West Oak Capital's CAVA Group position peaked at $605K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.