Position in CMG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$68,000
+$3,980 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#946
of 1,187 holders
Holding Since
Mar 2020
25 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, 2026Clearstead Trust, LLC holds $4,201,045 across 11 Restaurants names. CMG ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
13,370 | $3,614,044 | |
| 2 | SBUX |
Starbucks Corp
|
3,927 | $401,300 | |
| 3 | YUM |
Yum Brands Inc
|
500 | $79,930 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
2,000 | $68,000 | |
| 5 | DPZ |
Dominos Pizza Inc
|
39 | $11,545 | |
| 6 | WEN |
Wendy's Co
|
1,054 | $8,737 | |
| 7 | DRI |
Darden Restaurants Inc
|
28 | $5,768 | |
| 8 | CAVA |
Cava Group, Inc.
|
58 | $4,551 |
All Filings in CMG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,000 | 2,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $64,020 | 2,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $74,000 | 2,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $82,299 | 2,100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $117,915 | 2,100 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $100,420 | 2,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $120,600 | 2,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $115,240 | 2,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $125,300 | 2,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $116,270 | 40 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $571,740 | 250 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,663 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,278 | 2 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,416 | 2 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,774 | 2 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,005 | 2 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,614 | 2 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,164 | 2 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,496 | 2 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,635 | 2 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,100 | 2 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $2,773 | 2 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,487 | 2 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,104 | 2 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,308 | 2 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||