Position in CMG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,731,586
+$136,688 QoQ
Shares Held
50,929
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#436
of 1,187 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $52,972,531 across 14 Restaurants names. CMG ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
144,126 | $38,958,699 | |
| 2 | SBUX |
Starbucks Corp
|
36,695 | $3,749,862 | |
| 3 | YUM |
Yum Brands Inc
|
20,633 | $3,298,391 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
50,929 | $1,731,586 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,572 | $1,147,887 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
26,415 | $1,079,581 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
3,964 | $765,963 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
8,657 | $627,719 |
All Filings in CMG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,731,586 | 50,929 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,594,898 | 49,825 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,868,722 | 50,506 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,383,054 | 35,291 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,290,976 | 40,801 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,515,388 | 30,181 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,849,943 | 30,679 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,421,543 | 24,671 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,196,239 | 19,094 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,028,996 | 354 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,257,828 | 550 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $489,098 | 267 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $596,781 | 279 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $466,363 | 273 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $407,922 | 294 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $231,425 | 154 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $232,692 | 178 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $344,882 | 218 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $274,475 | 157 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||