Position in CAVA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,139
-$906 QoQ
Shares Held
40
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#487
of 535 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $828,426 across 7 Restaurants names. CAVA ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,636 | $442,227 | |
| 2 | SBUX |
Starbucks Corp
|
2,918 | $298,190 | |
| 3 | YUM |
Yum Brands Inc
|
220 | $35,169 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
626 | $25,584 | |
| 5 | DRI |
Darden Restaurants Inc
|
107 | $22,043 | |
| 6 | CAVA |
Cava Group, Inc.
This page
|
40 | $3,139 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
61 | $2,074 |
All Filings in CAVA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,139 | 40 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,045 | 50 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $5,869 | 100 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,020 | 50 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $44,641 | 530 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $38,884 | 450 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $64,296 | 570 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $45,205 | 365 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $46,375 | 500 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||