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CoreCap Advisors’s CAVA Group CAVA Stock Holding History

CoreCap Advisors’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 		$271 Sell
5
-19
-79% -$1.21K ﹤0.01% 2905
2026
Q2 		$1.88K Buy
24
+23
+2,300% +$1.93K ﹤0.01% 2552
2026
Q1 		$81 Sell
1
-360
-100% -$26.3K ﹤0.01% 2854
2025
Q4 		$21.2K Hold
361
– – ﹤0.01% 1659
2025
Q3 		$21.8K Sell
361
-20
-5% -$1.51K ﹤0.01% 1636
2025
Q2 		$32.1K Sell
381
-12
-3% -$1.02K ﹤0.01% 1426
2025
Q1 		$34K Sell
393
-75
-16% -$8.13K ﹤0.01% 1328
2024
Q4 		$52.8K Sell
468
-241
-34% -$32.1K ﹤0.01% 1162
2024
Q3 		$87.8K Buy
+709
New +$72.1K ﹤0.01% 972
2024
Q2 		– Sell
-715
Closed -$50.1K – 1751
2024
Q1 		$50.1K Buy
+715
New +$38.3K ﹤0.01% 1109

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors's CAVA Position: Q3 2026 in Review

CoreCap Advisors reduced its CAVA Group (CAVA) stake by 79% in Q3 2026, selling an estimated $1.21K and leaving 5 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

CoreCap Advisors first reported a position in CAVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $87.8K in Q3 2024. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • CoreCap Advisors held 5 shares of CAVA Group worth $271 as of Q3 2026.
  • CoreCap Advisors sold 19 CAVA Group shares in Q3 2026, an estimated $1.21K.
  • CAVA Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2905 holding.
  • CoreCap Advisors first reported a position in CAVA Group in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's CAVA Group position peaked at $87.8K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.