AlphaCore Capital
CAVA icon

AlphaCore Capital’s CAVA Group CAVA Stock Holding History

AlphaCore Capital’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$504K Buy
9,323
+3,826
+70% +$243K 0.01% 825
2026
Q2 		$431K Buy
5,497
+1,089
+25% +$91.3K 0.01% 758
2026
Q1 		$357K Buy
+4,408
New +$321K 0.01% 647

Other funds holding CAVA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $1.18B AUM 66.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Armstrong Fleming & Moore
Armstrong Fleming & Moore Washington, District of Columbia $303M AUM 21.82% 1-Year Est. Return

AlphaCore Capital's CAVA Position: Q3 2026 in Review

AlphaCore Capital increased its CAVA Group (CAVA) stake by 70% in Q3 2026, buying an estimated $243K and bringing the position to 9,323 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #825.

AlphaCore Capital first reported a position in CAVA in Q1 2026 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • AlphaCore Capital held 9,323 shares of CAVA Group worth $504K as of Q3 2026.
  • AlphaCore Capital bought 3,826 CAVA Group shares in Q3 2026, an estimated $243K.
  • CAVA Group made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #825 holding.
  • AlphaCore Capital first reported a position in CAVA Group in Q1 2026 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.