Position in CMG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$948,498
+$80,131 QoQ
Shares Held
27,897
+2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#535
of 1,187 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $88,784,929 across 6 Restaurants names. CMG ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
282,614 | $76,393,390 | |
| 2 | SBUX |
Starbucks Corp
|
75,211 | $7,685,812 | |
| 3 | YUM |
Yum Brands Inc
|
14,820 | $2,369,125 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,168 | $1,064,659 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
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|
27,897 | $948,498 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,914 | $323,445 |
All Filings in CMG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,498 | 27,897 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $868,367 | 27,128 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,207,014 | 32,622 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,820,102 | 32,415 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,647,641 | 32,815 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,055,144 | 34,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,610,935 | 45,313 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,784,604 | 44,447 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,877,773 | 646 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,726,654 | 755 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,458,136 | 796 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,743,285 | 22,570 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,947,949 | 190,664 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,112,766 | 802 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $759,518 | 581 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $408,163 | 258 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $375,873 | 215 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $372,591 | 205 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $372,081 | 240 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $410,616 | 289 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $260,701 | 188 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $268,641 | 216 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $264,142 | 251 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||