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Toth Financial Advisory’s CAVA Group CAVA Stock Holding History

Toth Financial Advisory’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 		$2.71K Hold
50
– – ﹤0.01% 753
2026
Q2 		$3.92K Hold
50
– – ﹤0.01% 686
2026
Q1 		$4.04K Sell
50
-100
-67% -$7.29K ﹤0.01% 660
2025
Q4 		$8.8K Sell
150
-357
-70% -$19.9K ﹤0.01% 564
2025
Q3 		$30.6K Buy
507
+440
+657% +$33.3K ﹤0.01% 421
2025
Q2 		$5.64K Sell
67
-100
-60% -$8.53K ﹤0.01% 546
2025
Q1 		$14.4K Buy
167
+60
+56% +$6.5K ﹤0.01% 429
2024
Q4 		$12.1K Hold
107
– – ﹤0.01% 442
2024
Q3 		$13.3K Sell
107
-499
-82% -$50.7K ﹤0.01% 429
2024
Q2 		$56.2K Sell
606
-900
-60% -$69.5K 0.01% 279
2024
Q1 		$105K Buy
1,506
+1,000
+198% +$53.6K 0.01% 233
2023
Q4 		$21.7K Hold
506
– – ﹤0.01% 383
2023
Q3 		$15.5K Buy
+506
New +$22.1K ﹤0.01% 400

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
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 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

Toth Financial Advisory's CAVA Position: Q3 2026 in Review

Toth Financial Advisory held its CAVA Group (CAVA) position steady in Q3 2026 at 50 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Toth Financial Advisory first reported a position in CAVA in Q3 2023 and has held it in 13 quarters since. The position peaked at $105K in Q1 2024. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Toth Financial Advisory held 50 shares of CAVA Group worth $2.71K as of Q3 2026.
  • Toth Financial Advisory left its CAVA Group share count unchanged in Q3 2026.
  • CAVA Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #753 holding.
  • Toth Financial Advisory first reported a position in CAVA Group in Q3 2023 and has held it in 13 quarters since.
  • Toth Financial Advisory's CAVA Group position peaked at $105K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.