Position in CMG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,323,788
+$467,871 QoQ
Shares Held
156,582
+3.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#295
of 1,194 holders
Holding Since
Mar 2020
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, 2026Wealthspire Advisors, LLC holds $51,138,780 across 7 Restaurants names. CMG ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAVA |
Cava Group, Inc.
|
383,523 | $30,098,885 | |
| 2 | SBUX |
Starbucks Corp
|
69,864 | $7,139,402 | |
| 3 | MCD |
Mcdonalds Corp
|
25,099 | $6,784,510 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
156,582 | $5,323,788 | |
| 5 | YUM |
Yum Brands Inc
|
8,063 | $1,288,951 | |
| 6 | SG |
Sweetgreen, Inc.
|
29,914 | $263,542 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
5,865 | $239,702 |
All Filings in CMG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,323,788 | 156,582 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,855,917 | 151,700 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $482,961 | 13,053 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $370,188 | 9,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $699,853 | 12,464 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $595,239 | 11,855 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $718,112 | 11,909 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $583,287 | 10,123 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $564,476 | 9,010 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $479,617 | 165 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $393,357 | 172 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $227,146 | 124 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $267,375 | 125 | Shares | Sole | 2023-08-01 | |
| 2021-12-31 | $253,496 | 145 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $450,744 | 248 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,530,185 | 987 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,686,513 | 1,187 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,461,592 | 1,054 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $2,993,225 | 4,574 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||