Position in CMG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$275,808
-$32,672 QoQ
Shares Held
8,112
-15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#787
of 1,187 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $13,645,284 across 6 Restaurants names. CMG ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
29,410 | $7,949,816 | |
| 2 | SBUX |
Starbucks Corp
|
39,146 | $4,000,329 | |
| 3 | YUM |
Yum Brands Inc
|
5,121 | $818,643 | |
| 4 | DRI |
Darden Restaurants Inc
|
1,628 | $335,384 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
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|
8,112 | $275,808 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,373 | $265,304 |
All Filings in CMG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,808 | 8,112 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $308,480 | 9,637 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $334,887 | 9,051 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $284,362 | 7,256 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $440,889 | 7,852 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $281,477 | 5,606 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $331,107 | 5,491 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $251,799 | 4,370 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $281,235 | 4,489 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $241,261 | 83 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||