Steward Partners Investment Advisory, LLC

Position in CMG — Chipotle Mexican Grill Inc

CIK 1723397 STAMFORD, CT

Position in CMG

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$5,310,234

-$1,715,437 QoQ

Shares Held

165,893

-12.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $132,753,775 across 25 Restaurants names. CMG ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	283,542	$88,122,018
2	DRI	Darden Restaurants Inc	90,619	$17,764,948
3	SBUX	Starbucks Corp	144,887	$12,980,426
4	CMG	Chipotle Mexican Grill Inc This page	165,893	$5,310,234
5	YUM	Yum Brands Inc	22,523	$3,501,876
6	DPZ	Dominos Pizza Inc	4,596	$1,648,998
7	BROS	Dutch Bros Inc.	23,975	$1,214,573
8	SHAK	Shake Shack Inc.	9,587	$848,161

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,310,234	165,893	-12.6%	Shares	Sole	2026-05-08
2025-12-31	$7,025,671	189,883	-6.4%	Shares	Sole	2026-02-12
2025-09-30	$7,946,909	202,779	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$11,545,226	205,614	-12.0%	Shares	Sole	2025-08-12
2025-03-31	$11,732,871	233,676	+2.2%	Shares	Sole	2025-05-13
2024-12-31	$13,785,906	228,622	+364.1%	Shares	Sole	2025-02-06
2024-09-30	$2,838,188	49,257	-78.5%	Shares	Sole	2024-11-14
2024-06-30	$14,320,850	228,585	+30096.2%	Shares	Sole	2024-08-08
2024-03-31	$44,008	757	+70.1%	Shares	Sole	2024-05-15
2023-12-31	$20,353	445	-42.1%	Shares	Sole	2024-02-12
2023-09-30	$28,173	769	+105.1%	Shares	Sole	2023-11-13
2023-06-30	$16,042	375	+5.6%	Shares	Sole	2023-08-14
2023-03-31	$12,128	355	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$9,684	349	-0.9%	Shares	Sole	2023-02-15
2022-09-30	$10,579	352	+6.0%	Shares	Sole	2022-11-10
2022-06-30	$8,680	332	-1.5%	Shares	Sole	2022-08-04
2022-03-31	$10,662	337	-34.6%	Shares	Sole	2022-05-02
2021-12-31	$18,006	515	+46.7%	Shares	Sole	2022-02-08
2021-09-30	$12,758	351	+172.1%	Shares	Sole	2021-11-12
2021-06-30	$3,999	129	-39.4%	Shares	Sole	2021-08-13
2021-03-31	$6,052	213	+129.0%	Shares	Sole	2021-05-17
2020-12-31	$2,579	93	+8.1%	Shares	Sole	2021-02-11
2020-09-30	$2,139	86	0.0%	Shares	Sole	2020-10-30
2020-06-30	$1,810	86	+2.4%	Shares	Sole	2020-08-06
2020-03-31	$1,099	84	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.