EverSource Wealth Advisors, LLC
Position in CMG — Chipotle Mexican Grill Inc
CIK 1710537
BIRMINGHAM, AL
Position in CMG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$332,044
-$395,856 QoQ
Shares Held
9,766
-57.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#750
of 1,193 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,160,874 across 34 Restaurants names. CMG ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,683 | $1,265,857 | |
| 2 | SBUX |
Starbucks Corp
|
5,255 | $537,002 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
2,279 | $440,367 | |
| 4 | EAT |
Brinker International, Inc
|
1,982 | $332,976 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
This page
|
9,766 | $332,044 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,369 | $282,023 | |
| 7 | YUM |
Yum Brands Inc
|
1,507 | $240,903 | |
| 8 | DPZ |
Dominos Pizza Inc
|
431 | $127,589 |
All Filings in CMG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,044 | 9,766 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $727,900 | 22,740 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $921,559 | 24,907 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $466,671 | 11,908 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $727,478 | 12,956 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $566,215 | 11,277 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $704,241 | 11,679 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $584,092 | 10,137 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $777,045 | 12,403 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $543,564 | 187 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $420,796 | 184 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $324,231 | 177 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $382,881 | 179 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $345,073 | 202 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $223,384 | 161 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $264,484 | 176 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $248,378 | 190 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $181,933 | 115 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $62,936 | 36 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||