Corient Private Wealth
CAVA icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.55M Buy
+31,935
New +$2.33M ﹤0.01% 1133
2025
Q4 		– Sell
-7,076
Closed -$427K – 2735
2025
Q3 		$427K Buy
7,076
+956
+16% +$72.4K ﹤0.01% 1894
2025
Q2 		$515K Sell
6,120
-1,375
-18% -$117K ﹤0.01% 1685
2025
Q1 		$648K Buy
7,495
+727
+11% +$78.8K ﹤0.01% 1473
2024
Q4 		$763K Buy
6,768
+345
+5% +$46K ﹤0.01% 1434
2024
Q3 		$795K Buy
+6,423
New +$653K ﹤0.01% 1514

Other funds holding CAVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Corient Private Wealth's CAVA Position: Q1 2026 in Review

Corient Private Wealth opened a new position in CAVA Group (CAVA) in Q1 2026: 31,935 shares worth $2.55M. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in CAVA as recently as Q3 2025.

Corient Private Wealth first reported a position in CAVA in Q3 2024 and has held it in 6 quarters since. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Corient Private Wealth held 31,935 shares of CAVA Group worth $2.55M as of Q1 2026.
  • CAVA Group was a new Corient Private Wealth position in Q1 2026.
  • CAVA Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1133 holding.
  • Corient Private Wealth first reported a position in CAVA Group in Q3 2024 and has held it in 6 quarters since.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.