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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
Q3 		$27.1K Hold
500
– – 0.01% 216
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Burkett Financial Services's CAVA Position: Q3 2026 in Review

Burkett Financial Services held its CAVA Group (CAVA) position steady in Q3 2026 at 500 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #216.

Burkett Financial Services first reported a position in CAVA in Q4 2024 and has held it in 8 quarters since. The position peaked at $56.4K in Q4 2024. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Burkett Financial Services held 500 shares of CAVA Group worth $27.1K as of Q3 2026.
  • Burkett Financial Services left its CAVA Group share count unchanged in Q3 2026.
  • CAVA Group made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #216 holding.
  • Burkett Financial Services first reported a position in CAVA Group in Q4 2024 and has held it in 8 quarters since.
  • Burkett Financial Services's CAVA Group position peaked at $56.4K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.