BOK Financial’s CAVA Group CAVA Stock Holding History

BOK Financial’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
2025 Q3	–	Sell	-7	Closed	-$590	–	1098
2025 Q2	$590	Hold	7	–	–	﹤0.01%	1110
2025 Q1	$605	Hold	7	–	–	﹤0.01%	1212
2024 Q4	$806	Buy	+7	New	+$933	﹤0.01%	1214

Other funds holding CAVA

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOK Financial's CAVA Position: Q3 2025 in Review

BOK Financial sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 7 shares — an estimated $590 sold.

BOK Financial first reported a position in CAVA in Q4 2024 and held it in 3 quarters. The position peaked at $806 in Q4 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

BOK Financial reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
BOK Financial sold 7 CAVA Group shares in Q3 2025, an estimated $590.
BOK Financial first reported a position in CAVA Group in Q4 2024 and held it in 3 quarters.
BOK Financial's CAVA Group position peaked at $806 in Q4 2024.
499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.