OneDigital Investment Advisors LLC
Position in CMG — Chipotle Mexican Grill Inc
CIK 1690370
OVERLAND PARK, KS
Position in CMG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$597,176
+$84,024 QoQ
Shares Held
17,564
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#624
of 1,187 holders
Holding Since
Mar 2023
14 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, 2026OneDigital Investment Advisors LLC holds $27,016,890 across 10 Restaurants names. CMG ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
70,636 | $19,093,617 | |
| 2 | SBUX |
Starbucks Corp
|
42,622 | $4,355,542 | |
| 3 | YUM |
Yum Brands Inc
|
7,324 | $1,170,814 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
This page
|
17,564 | $597,176 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,336 | $395,509 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,953 | $377,378 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
4,115 | $298,378 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,087 | $293,487 |
All Filings in CMG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,176 | 17,564 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $513,152 | 16,031 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $719,502 | 19,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,168,841 | 29,825 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,720,885 | 30,648 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $907,746 | 18,079 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,005,562 | 16,676 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $971,703 | 16,864 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,030,341 | 16,446 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,180,148 | 406 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $686,088 | 300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,016,665 | 555 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $380,742 | 178 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $336,533 | 197 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||