B. Riley Wealth Advisors, Inc.

Position in CMG — Chipotle Mexican Grill Inc

CIK 1464811 MEMPHIS, TN

Back to CMG Full portfolio

Position in CMG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$772,446

+$129,270 QoQ

Shares Held

22,719

+13.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#573

of 1,187 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CMG Over Time

Shares Held

Position Value (USD)

Derivatives in CMG

reported options exposure · as of Jun 30, 2025

CallValue

$19,652

CallShares

350

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $4,541,957 across 3 Restaurants names. CMG ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	7,290	$1,970,559
2	SBUX	Starbucks Corp	17,604	$1,798,952
3	CMG	Chipotle Mexican Grill Inc This page	22,719	$772,446

All Filings in CMG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,446	22,719	+13.1%	Shares	Sole	2026-07-14
2026-03-31	$643,176	20,093	-32.8%	Shares	Sole	2026-04-27
2025-12-31	$1,106,337	29,901	-13.4%	Shares	Sole	2026-02-17
2025-09-30	$1,353,034	34,525	-67.8%	Shares	Sole	2025-10-31
2025-06-30	$19,652	350	—	Call	Sole	2025-08-19
2025-06-30	$6,025,849	107,317	-26.0%	Shares	Sole	2025-08-19
2024-12-31	$8,748,927	145,090	-7.1%	Shares	Sole	2025-02-25
2024-09-30	$9,003,125	156,250	+22.8%	Shares	Sole	2024-12-13
2024-06-30	$7,971,084	127,232	+19999.8%	Shares	Sole	2024-08-19
2024-03-31	$1,839,985	633	+2.1%	Shares	Sole	2024-05-16
2023-12-31	$1,417,915	620	-2.1%	Shares	Sole	2024-03-15
2023-09-30	$1,159,548	633	-51.7%	Shares	Sole	2023-12-01
2023-06-30	$2,802,090	1,310	+42.1%	Shares	Sole	2023-07-27
2023-03-31	$1,575,043	922	+10.0%	Shares	Sole	2023-05-17
2022-12-31	$1,162,716	838	+5.0%	Shares	Sole	2023-03-15
2022-09-30	$1,199,202	798	+13.5%	Shares	Other	2022-11-22
2022-06-30	$919,003	703	-4.7%	Shares	Other	2022-08-12
2022-03-31	$1,167,538	738	-47.6%	Shares	Other	2022-05-02
2021-12-31	$2,463,284	1,409	+0.5%	Shares	Other	2022-01-28
2021-09-30	$2,548,163	1,402	+4.2%	Shares	Other	2021-11-16
2021-06-30	$2,086,757	1,346	-34.9%	Shares	Other	2021-08-10
2021-03-31	$2,939,676	2,069	+23.9%	Shares	Other	2021-05-13
2020-12-31	$2,315,805	1,670	-22.6%	Shares	Other	2021-02-04
2020-09-30	$2,682,682	2,157	+89.2%	Shares	Other	2020-11-09
2020-06-30	$1,199,690	1,140	+49.2%	Shares	Other	2020-07-31
2020-03-31	$499,961	764	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.