Position in CMG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$906,542
-$16,977 QoQ
Shares Held
26,663
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#541
of 1,187 holders
Holding Since
Dec 2020
22 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, 2026Independent Advisor Alliance holds $17,604,623 across 7 Restaurants names. CMG ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,612 | $10,707,519 | |
| 2 | SBUX |
Starbucks Corp
|
21,643 | $2,211,697 | |
| 3 | YUM |
Yum Brands Inc
|
8,612 | $1,376,713 | |
| 4 | BROS |
Dutch Bros Inc.
|
15,453 | $1,109,678 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
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|
26,663 | $906,542 | |
| 6 | EAT |
Brinker International, Inc
|
4,895 | $822,360 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,282 | $470,114 |
All Filings in CMG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,542 | 26,663 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $923,519 | 28,851 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,285,380 | 34,740 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,521,354 | 38,820 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,985,944 | 53,178 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,565,110 | 71,004 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,973,000 | 82,471 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,879,779 | 84,689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,294,488 | 84,509 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,781,565 | 1,989 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,537,328 | 1,984 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,619,696 | 1,976 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,391,367 | 2,053 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,443,912 | 2,016 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $3,400,745 | 2,263 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,954,407 | 2,260 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,627,594 | 2,293 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,898,597 | 2,230 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,964,011 | 2,181 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,314,626 | 2,138 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $217,385 | 153 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $202,459 | 146 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||