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Bison Wealth’s CAVA Group CAVA Stock Holding History

Bison Wealth’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
2024
Q4 		$208K Buy
+1,840
New +$245K 0.05% 298

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bison Wealth's CAVA Position: Q4 2024 in Review

Bison Wealth opened a new position in CAVA Group (CAVA) in Q4 2024: 1,840 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #298 among its holdings.

521 funds tracked by Wall St. Rank hold CAVA as of Q4 2024.

  • Bison Wealth held 1,840 shares of CAVA Group worth $208K as of Q4 2024.
  • CAVA Group was a new Bison Wealth position in Q4 2024.
  • CAVA Group made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #298 holding.
  • 521 funds tracked by Wall St. Rank held CAVA Group as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.