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 Q2	$1.09M	Sell	13,826 -151	-1%	-$12.7K	0.11%	98
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 $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty One Investment Management's CAVA Position: Q2 2026 in Review

Liberty One Investment Management reduced its CAVA Group (CAVA) stake by 1.1% in Q2 2026, selling an estimated $12.7K and leaving 13,826 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #98.

Liberty One Investment Management first reported a position in CAVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.65M in Q3 2024. 542 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Liberty One Investment Management held 13,826 shares of CAVA Group worth $1.09M as of Q2 2026.
Liberty One Investment Management sold 151 CAVA Group shares in Q2 2026, an estimated $12.7K.
CAVA Group made up 0.11% of Liberty One Investment Management's portfolio in Q2 2026, its #98 holding.
Liberty One Investment Management first reported a position in CAVA Group in Q1 2024 and has held it in 10 quarters since.
Liberty One Investment Management's CAVA Group position peaked at $1.65M in Q3 2024.
542 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.