Liberty One Investment Management’s CAVA Group CAVA Stock Holding History

Liberty One Investment Management’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	$1.13M	Buy	13,977 +2,170	+18%	+$158K	0.12%	101
2025 Q4	$693K	Sell	11,807 -4,341	-27%	-$242K	0.09%	98
2025 Q3	$977K	Buy	16,148 +7,621	+89%	+$577K	0.05%	100
2025 Q2	$718K	Buy	8,527 +1,093	+15%	+$93.2K	0.07%	100
2025 Q1	$642K	Buy	7,434 +22	+0.3%	+$2.38K	0.07%	110
2024 Q4	$836K	Sell	7,412 -5,906	-44%	-$788K	0.09%	91
2024 Q3	$1.65M	Sell	13,318 -946	-7%	-$96.1K	0.17%	78
2024 Q2	$1.32M	Sell	14,264 -3,486	-20%	-$269K	0.15%	80
2024 Q1	$1.24M	Buy	+17,750	New	+$952K	0.14%	80

Other funds holding CAVA

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

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

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Liberty One Investment Management's CAVA Position: Q1 2026 in Review

Liberty One Investment Management increased its CAVA Group (CAVA) stake by 18% in Q1 2026, buying an estimated $158K and bringing the position to 13,977 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #101.

Liberty One Investment Management first reported a position in CAVA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2024. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

Liberty One Investment Management held 13,977 shares of CAVA Group worth $1.13M as of Q1 2026.
Liberty One Investment Management bought 2,170 CAVA Group shares in Q1 2026, an estimated $158K.
CAVA Group made up 0.12% of Liberty One Investment Management's portfolio in Q1 2026, its #101 holding.
Liberty One Investment Management first reported a position in CAVA Group in Q1 2024 and has held it in 9 quarters since.
Liberty One Investment Management's CAVA Group position peaked at $1.65M in Q3 2024.
517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.