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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
2026
Q2 		$6.83K Buy
+87
New +$7.29K ﹤0.01% 1021
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOK Financial's CAVA Position: Q2 2026 in Review

BOK Financial opened a new position in CAVA Group (CAVA) in Q2 2026: 87 shares worth $6.83K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: BOK Financial previously reported a position in CAVA as recently as Q2 2025.

BOK Financial first reported a position in CAVA in Q4 2024 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • BOK Financial held 87 shares of CAVA Group worth $6.83K as of Q2 2026.
  • CAVA Group was a new BOK Financial position in Q2 2026.
  • CAVA Group made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1021 holding.
  • BOK Financial first reported a position in CAVA Group in Q4 2024 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.