Position in CMG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,201,900
-$310,892 QoQ
Shares Held
35,350
-25.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#491
of 1,187 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, 2026Atria Investments, Inc holds $45,290,631 across 15 Restaurants names. CMG ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
64,048 | $17,312,814 | |
| 2 | SBUX |
Starbucks Corp
|
107,953 | $11,031,717 | |
| 3 | DRI |
Darden Restaurants Inc
|
21,004 | $4,327,034 | |
| 4 | YUM |
Yum Brands Inc
|
26,029 | $4,160,995 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
29,098 | $2,109,895 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
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|
35,350 | $1,201,900 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
26,929 | $1,100,588 | |
| 8 | EAT |
Brinker International, Inc
|
5,726 | $961,968 |
All Filings in CMG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,900 | 35,350 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,512,792 | 47,260 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,718,058 | 46,434 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,242,950 | 31,716 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,019,922 | 89,402 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,556,959 | 90,758 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,066,421 | 100,604 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,137,399 | 89,160 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,501,151 | 71,846 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,072,384 | 1,401 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,857,503 | 2,124 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,638,014 | 1,986 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,635,213 | 2,167 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,850,485 | 2,254 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,647,330 | 1,908 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,750,050 | 1,830 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,885,068 | 1,442 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,635,661 | 1,666 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,861,885 | 1,637 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,462,739 | 1,355 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,607,702 | 1,037 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,530,223 | 1,077 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,227,238 | 885 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,435,241 | 1,154 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,084,983 | 1,031 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||