Position in CMG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$215,798
+$103,731 QoQ
Shares Held
6,347
+81.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#220
of 374 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $1,650,573 across 21 Restaurants names. CMG ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,839 | $497,100 | |
| 2 | SBUX |
Starbucks Corp
|
2,705 | $276,423 | |
| 3 | YUM |
Yum Brands Inc
|
1,636 | $261,530 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
6,347 | $215,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
1,506 | $118,190 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
1,882 | $76,917 | |
| 7 | DRI |
Darden Restaurants Inc
|
336 | $69,219 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
613 | $44,448 |
All Filings in CMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,798 | 6,347 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $112,067 | 3,501 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $125,541 | 3,393 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $99,895 | 2,549 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $144,137 | 2,567 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $142,044 | 2,829 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $159,192 | 2,640 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $186,688 | 3,240 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $175,420 | 2,800 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $122,084 | 42 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $91,478 | 40 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $73,273 | 40 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $21,390 | 10 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $17,082 | 10 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,324 | 6 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,016 | 6 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,843 | 6 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,492 | 6 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $10,489 | 6 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $10,905 | 6 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $9,302 | 6 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,524 | 6 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $8,320 | 6 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $7,462 | 6 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $6,314 | 6 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $3,926 | 6 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||