Corient Private Wealth
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Corient Private Wealth’s CAVA Group CAVA Stock Holding History

Corient Private Wealth’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$518K Sell
6,145
-1,350
-18% -$114K ﹤0.01% 1774
2025
Q1 		$648K Buy
7,495
+727
+11% +$62.8K ﹤0.01% 1470
2024
Q4 		$763K Buy
6,768
+345
+5% +$38.9K ﹤0.01% 1434
2024
Q3 		$795K Buy
+6,423
New +$795K ﹤0.01% 1489