Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
CAVA holding history
Cava Group, Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAVA overviewAll 13F holders of CAVAFull Q2 2026 holdings
- Shares (Q2 2026)
- 47,835
- Value
- $3.75M
- % of portfolio
- 0.9%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 47,835 | $3.75M | 0.9% | −6,147−11.4% | Reduced | Holders |
| Q1 2026 | 53,982 | $4.37M | 1.2% | −3,373−5.9% | Reduced | Holders |
| Q4 2025 | 57,355 | $3.37M | 0.9% | +2,762+5.1% | Added | Holders |
| Q3 2025 | 54,593 | $3.30M | 0.9% | +11,843+27.7% | Added | Holders |
| Q2 2025 | 42,750 | $3.60M | 1.0% | +20,884+95.5% | Added | Holders |
| Q1 2025 | 21,866 | $1.89M | 0.6% | +21,866 | New | Holders |