Position in CMG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,111,324
+$138,669 QoQ
Shares Held
32,686
+7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#508
of 1,187 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. CMG ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,146 | $297,724 |
All Filings in CMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,324 | 32,686 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $972,655 | 30,386 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,386,056 | 64,488 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,928,853 | 49,218 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,821,874 | 50,256 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,937,686 | 58,508 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,571,327 | 59,226 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,014,164 | 34,956 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,935,697 | 30,897 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $470,896 | 162 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $322,461 | 141 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $245,465 | 134 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $252,402 | 118 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $245,993 | 144 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $289 | 442 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $694,275 | 462 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $583,037 | 446 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $395,507 | 250 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $223,776 | 128 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $236,277 | 130 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $187,591 | 121 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $179,023 | 126 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $135,897 | 98 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $155,463 | 125 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $161,011 | 153 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $50,388 | 77 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||