MassMutual Private Wealth & Trust, FSB CAVA Cava Group Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  8 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Cava Group Inc (CAVA) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows CAVA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CAVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Cava Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CAVA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held CAVA — position size vs. price
% of Fund (quarterly)    CAVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 288 -1 -0.3% 0.00% $23K 2026-07-02 $76.88
2026 Q1 ADDED 289 +78 +37.0% 0.00% $23K 2026-04-13 $84.21
2025 Q4 ADDED 211 +188 +817.4% 0.00% $12K 2026-01-07 $67.90
2025 Q3 REDUCED 72.0% -0.7% 23 -59 -72.0% 0.00% $1K 2025-10-22 $64.35
2025 Q2 REDUCED 41.4% -30.2% 82 -58 -41.4% 0.00% $7K 2025-07-09 $89.54
2025 Q1 ADDED 140 +124 +775.0% 0.00% $12K 2025-04-01 $87.20
2024 Q4 ADDED 16 +14 +700.0% 0.00% $2K 2025-01-16 $117.51
2024 Q3 INITIATED 2 0.00% $248 2024-10-02 $122.92

🏢 Other funds also holding CAVA

As of 2026 Q2 — sorted by position size

BURKETT FINANCIAL SERVICES, LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About MassMutual Private Wealth & Trust, FSB and CAVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning CAVA?

MassMutual Private Wealth & Trust, FSB reported CAVA across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported CAVA position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for CAVA was 0.00% in 2026 Q1.

What is the latest reported CAVA position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 288 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this CAVA ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly CAVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their CAVA position?

Based on 13F filing dates vs. subsequent CAVA price moves, MassMutual Private Wealth & Trust, FSB correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on CAVA relative to SPY over the holding period was -35.4%.

← Back to MassMutual Private Wealth & Trust, FSB Holdings