Back to CAVA
Creative Planning CAVA Position History
CAVA Group, Inc.
Quarters held
8
Latest value
$1.8M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $753K |
| Q3 2025 | $5K |
| Q4 2025 | $1.1M |
| Q1 2026 | $3M |
| Q2 2026 | $24K |
| Q2 2026 | $2.6M |
| Q3 2026 | $15K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 33.9K | — | — |
| Q3 2026 | $15K | 279 | — | — |
| Q2 2026 | $2.6M | 33.6K | — | — |
| Q2 2026 | $24K | 301 | — | — |
| Q1 2026 | $3M | 36.9K | — | — |
| Q4 2025 | $1.1M | 18.1K | — | — |
| Q3 2025 | $5K | 90 | — | — |
| Q3 2025 | $753K | 12.5K | — | — |
Other funds holding CAVA
$513.4M
$322.5M
$243.2M
$243.2M
$243.2M
$205.6M