Institute for Wealth Management, LLC.
Position in CMG — Chipotle Mexican Grill Inc
CIK 1533954
DENVER, CO
Position in CMG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$224,740
+$10,754 QoQ
Shares Held
6,610
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#857
of 1,191 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $9,268,487 across 10 Restaurants names. CMG ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
74,899 | $7,653,928 | |
| 2 | MCD |
Mcdonalds Corp
|
2,987 | $807,415 | |
| 3 | YUM |
Yum Brands Inc
|
2,458 | $392,935 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
6,610 | $224,740 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
2,517 | $102,869 | |
| 6 | DRI |
Darden Restaurants Inc
|
139 | $28,635 | |
| 7 | BROS |
Dutch Bros Inc.
|
357 | $25,636 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
350 | $25,378 |
All Filings in CMG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,740 | 6,610 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $213,986 | 6,685 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $251,045 | 6,785 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $284,284 | 7,254 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $401,697 | 7,154 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $359,202 | 7,154 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $431,386 | 7,154 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $412,213 | 7,154 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $439,865 | 7,021 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $406,947 | 140 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $327,035 | 143 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $265,615 | 145 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $320,850 | 150 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $269,909 | 158 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $251,135 | 181 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $276,507 | 184 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $241,843 | 185 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $292,675 | 185 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $276,223 | 158 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $276,263 | 152 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $235,651 | 152 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $230,172 | 162 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $241,287 | 174 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $261,179 | 210 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $220,995 | 210 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||