GK Wealth Management’s CAVA Group CAVA Stock Holding History

GK Wealth 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 Q3	$9.14K	Buy	+169	New	+$10.7K	0.01%	894

Other funds holding CAVA

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GK Wealth Management's CAVA Position: Q3 2026 in Review

GK Wealth Management opened a new position in CAVA Group (CAVA) in Q3 2026: 169 shares worth $9.14K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings.

15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

GK Wealth Management held 169 shares of CAVA Group worth $9.14K as of Q3 2026.
CAVA Group was a new GK Wealth Management position in Q3 2026.
CAVA Group made up 0.01% of GK Wealth Management's portfolio in Q3 2026, its #894 holding.
15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.