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Xcel Wealth Management’s CAVA Group CAVA Stock Holding History

Xcel Wealth Management’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 		$3.75M Sell
47,835
-6,147
-11% -$515K 0.9% 31
2026
Q1 		$4.37M Sell
53,982
-3,373
-6% -$246K 1.21% 20
2025
Q4 		$3.37M Buy
57,355
+2,762
+5% +$154K 0.86% 27
2025
Q3 		$3.3M Buy
54,593
+11,843
+28% +$897K 0.86% 31
2025
Q2 		$3.6M Buy
42,750
+20,884
+96% +$1.78M 1.02% 27
2025
Q1 		$1.89M Buy
+21,866
New +$2.37M 0.59% 43

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Xcel Wealth Management's CAVA Position: Q2 2026 in Review

Xcel Wealth Management reduced its CAVA Group (CAVA) stake by 11% in Q2 2026, selling an estimated $515K and leaving 47,835 shares worth $3.75M. The position accounts for 0.9% of the portfolio, ranked #31.

Xcel Wealth Management first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.37M in Q1 2026. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Xcel Wealth Management held 47,835 shares of CAVA Group worth $3.75M as of Q2 2026.
  • Xcel Wealth Management sold 6,147 CAVA Group shares in Q2 2026, an estimated $515K.
  • CAVA Group made up 0.9% of Xcel Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Xcel Wealth Management first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • Xcel Wealth Management's CAVA Group position peaked at $4.37M in Q1 2026.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.