Position in CAVA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$267,695
-$18,367 QoQ
Shares Held
3,411
-3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#345
of 535 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $7,312,513 across 6 Restaurants names. CAVA ranks #5 (3.7% of the industry book) .
All Filings in CAVA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,695 | 3,411 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $286,062 | 3,536 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $214,394 | 3,653 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $259,279 | 4,292 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $333,971 | 3,965 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $269,512 | 3,119 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $260,116 | 2,306 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||