Position in CAVA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$214,250
-$42,931 QoQ
Shares Held
2,730
-14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 533 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Management, LLC holds $7,865,350 across 6 Restaurants names. CAVA ranks #6 (2.7% of the industry book) .
All Filings in CAVA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,250 | 2,730 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $257,181 | 3,179 | Shares | Sole | 2026-05-06 | |
| 2024-09-30 | $240,516 | 1,942 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||