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Cherry Creek Investment Advisors’s Toast TOST Stock Holding History

Cherry Creek Investment Advisors’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$540K Buy
19,411
+11,741
+153% +$306K 0.21% 70
2026
Q1 		$203K Buy
7,670
+200
+3% +$5.97K 0.09% 118
2025
Q4 		$265K Buy
+7,470
New +$269K 0.11% 96
2025
Q3 		– Sell
-5,000
Closed -$221K – 122
2025
Q2 		$221K Buy
+5,000
New +$197K 0.1% 101

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Creek Investment Advisors's TOST Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its Toast (TOST) stake by 153% in Q2 2026, buying an estimated $306K and bringing the position to 19,411 shares worth $540K. The position accounts for 0.21% of the portfolio, ranked #70.

Cherry Creek Investment Advisors first reported a position in TOST in Q2 2025 and has held it in 4 quarters since. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Cherry Creek Investment Advisors held 19,411 shares of Toast worth $540K as of Q2 2026.
  • Cherry Creek Investment Advisors bought 11,741 Toast shares in Q2 2026, an estimated $306K.
  • Toast made up 0.21% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Cherry Creek Investment Advisors first reported a position in Toast in Q2 2025 and has held it in 4 quarters since.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.