Sowell Financial Services LLC

Position in CMG — Chipotle Mexican Grill Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CMG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,034,484

+$115,509 QoQ

Shares Held

30,426

+6.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#518

of 1,187 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Sowell Financial Services LLC holds $21,540,029 across 10 Restaurants names. CMG ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	86,446	$8,833,916
2	MCD	Mcdonalds Corp	25,071	$6,776,942
3	DRI	Darden Restaurants Inc	12,178	$2,508,789
4	CMG	Chipotle Mexican Grill Inc This page	30,426	$1,034,484
5	YUM	Yum Brands Inc	6,073	$970,829
6	CAVA	Cava Group, Inc.	5,795	$454,791
7	QSR	Restaurant Brands International Inc.	5,547	$402,212
8	TXRH	Texas Roadhouse, Inc.	1,232	$238,059

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,034,484	30,426	+6.0%	Shares	Sole	2026-07-20
2026-03-31	$918,975	28,709	+18.3%	Shares	Sole	2026-04-20
2025-12-31	$897,583	24,259	+136.3%	Shares	Sole	2026-01-21
2025-09-30	$402,285	10,265	-4.2%	Shares	Sole	2025-10-17
2025-06-30	$601,591	10,714	-43.7%	Shares	Sole	2025-07-14
2025-03-31	$955,195	19,024	-11.3%	Shares	Sole	2025-04-17
2024-12-31	$1,293,012	21,443	-15.0%	Shares	Sole	2025-02-07
2024-09-30	$1,453,983	25,234	+69.4%	Shares	Sole	2024-10-04
2024-06-30	$933,109	14,894	+9447.4%	Shares	Sole	2024-08-13
2023-03-31	$266,493	156	-34.5%	Shares	Sole	2023-05-12
2021-03-31	$338,155	238	0.0%	Shares	Sole	2021-05-07
2020-12-31	$330,036	238	+20.2%	Shares	Sole	2021-01-13
2020-09-30	$246,254	198	-17.5%	Shares	Sole	2020-11-12
2020-06-30	$252,566	240	-63.4%	Shares	Sole	2020-08-13
2020-03-31	$429,286	656	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.