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Burkett Financial Services’s CAVA Group CAVA Stock Holding History

Burkett Financial Services’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 		$39.2K Hold
500
– – 0.01% 117
2026
Q1 		$40.5K Hold
500
– – 0.01% 115
2025
Q4 		$29.3K Hold
500
– – 0.01% 124
2025
Q3 		$30.2K Hold
500
– – 0.01% 120
2025
Q2 		$42.1K Hold
500
– – 0.02% 100
2025
Q1 		$43.2K Hold
500
– – 0.02% 99
2024
Q4 		$56.4K Buy
+500
New +$66.7K 0.02% 81

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burkett Financial Services's CAVA Position: Q2 2026 in Review

Burkett Financial Services held its CAVA Group (CAVA) position steady in Q2 2026 at 500 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #117.

Burkett Financial Services first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.4K in Q4 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Burkett Financial Services held 500 shares of CAVA Group worth $39.2K as of Q2 2026.
  • Burkett Financial Services left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #117 holding.
  • Burkett Financial Services first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • Burkett Financial Services's CAVA Group position peaked at $56.4K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.