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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
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

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

Toth Financial Advisory's CAVA Position: Q2 2026 in Review

Toth Financial Advisory held its CAVA Group (CAVA) position steady in Q2 2026 at 50 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Toth Financial Advisory first reported a position in CAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $105K in Q1 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Toth Financial Advisory held 50 shares of CAVA Group worth $3.92K as of Q2 2026.
  • Toth Financial Advisory left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #686 holding.
  • Toth Financial Advisory first reported a position in CAVA Group in Q3 2023 and has held it in 12 quarters since.
  • Toth Financial Advisory's CAVA Group position peaked at $105K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.