Pinnacle Wealth Planning Services, Inc.
Position in CMG — Chipotle Mexican Grill Inc
CIK 1726752
MANSFIELD, OH
Position in CMG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$294,474
-$75,305 QoQ
Shares Held
8,661
-25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#776
of 1,187 holders
Holding Since
Dec 2020
19 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,276,286 across 25 Restaurants names. CMG ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,578 | $4,210,889 | |
| 2 | YUM |
Yum Brands Inc
|
2,566 | $410,200 | |
| 3 | SBUX |
Starbucks Corp
|
3,104 | $317,197 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
8,661 | $294,474 | |
| 5 | EAT |
Brinker International, Inc
|
859 | $144,312 | |
| 6 | DRI |
Darden Restaurants Inc
|
686 | $141,322 | |
| 7 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,229 | $118,805 | |
| 8 | DPZ |
Dominos Pizza Inc
|
372 | $110,126 |
All Filings in CMG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,474 | 8,661 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $369,779 | 11,552 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $395,234 | 10,682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $379,437 | 9,682 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $508,662 | 9,059 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $458,266 | 9,127 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $551,986 | 9,154 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $684,640 | 11,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $582,770 | 9,302 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $430,201 | 148 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $370,487 | 162 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $298,588 | 163 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $421,383 | 197 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $239,160 | 140 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $226,916 | 151 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $215,156 | 136 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $213,286 | 122 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $221,737 | 122 | Shares | Sole | 2021-10-29 | |
| 2020-12-31 | $130,350 | 94 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||