Position in CMG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$703,664
+$15,610 QoQ
Shares Held
20,696
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#591
of 1,187 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Choate Investment Advisors holds $8,563,437 across 6 Restaurants names. CMG ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
20,733 | $5,604,337 | |
| 2 | YUM |
Yum Brands Inc
|
7,710 | $1,232,520 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
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|
20,696 | $703,664 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
8,920 | $364,560 | |
| 5 | SBUX |
Starbucks Corp
|
3,475 | $355,110 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,472 | $303,246 |
All Filings in CMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,664 | 20,696 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $688,054 | 21,495 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $800,754 | 21,642 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $878,483 | 22,416 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,194,085 | 21,266 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,077,807 | 21,466 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,280,229 | 21,231 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,165,594 | 20,229 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,271,795 | 20,300 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,226,656 | 422 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $967,384 | 423 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $723,572 | 395 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $785,013 | 367 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $567,152 | 332 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $481,459 | 347 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $521,457 | 347 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $453,619 | 347 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $509,413 | 322 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $589,160 | 337 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $612,504 | 337 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $522,464 | 337 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $483,078 | 340 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $471,481 | 340 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $422,861 | 340 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $357,802 | 340 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $222,496 | 340 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||