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Whittier Trust’s CAVA Group CAVA Stock Holding History

Whittier Trust’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
-242
Closed -$15.4K – 1365
2025
Q3 		$15.4K Sell
242
-215
-47% -$16.3K ﹤0.01% 1049
2025
Q2 		$38.5K Buy
457
+173
+61% +$14.8K ﹤0.01% 991
2025
Q1 		$24.5K Hold
284
– – ﹤0.01% 1061
2024
Q4 		$32K Buy
284
+127
+81% +$16.9K ﹤0.01% 1014
2024
Q3 		$19.4K Hold
157
– – ﹤0.01% 1113
2024
Q2 		$14.6K Buy
+157
New +$12.1K ﹤0.01% 1169

Other funds holding CAVA

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Whittier Trust's CAVA Position: Q4 2025 in Review

Whittier Trust sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 242 shares — an estimated $15.4K sold.

Whittier Trust first reported a position in CAVA in Q2 2024 and held it in 6 quarters. The position peaked at $38.5K in Q2 2025. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Whittier Trust reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 242 CAVA Group shares in Q4 2025, an estimated $15.4K.
  • Whittier Trust first reported a position in CAVA Group in Q2 2024 and held it in 6 quarters.
  • Whittier Trust's CAVA Group position peaked at $38.5K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.