Position in CMG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$15,436
-$18,110 QoQ
Shares Held
454
-56.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,033
of 1,187 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $2,367,187 across 17 Restaurants names. CMG ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,173 | $1,938,933 | |
| 2 | SBUX |
Starbucks Corp
|
2,241 | $229,007 | |
| 3 | YUM |
Yum Brands Inc
|
677 | $108,225 | |
| 4 | DRI |
Darden Restaurants Inc
|
111 | $22,867 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
447 | $18,268 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
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|
454 | $15,436 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
62 | $11,980 | |
| 8 | DPZ |
Dominos Pizza Inc
|
26 | $7,697 |
All Filings in CMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,436 | 454 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $33,546 | 1,048 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $41,884 | 1,132 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $112,279 | 2,865 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,224 | 378 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,924 | 357 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $21,647 | 359 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $20,685 | 359 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $21,927 | 350 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $40,694 | 14 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $16,008 | 7 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,822 | 7 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $14,973 | 7 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,249 | 6 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,324 | 6 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,022 | 8 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,307 | 1 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,492 | 6 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,496 | 2 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $9,087 | 5 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,100 | 2 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,841 | 2 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,773 | 2 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,487 | 2 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,104 | 2 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,308 | 2 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||