Position in CMG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$399,708
+$175,932 QoQ
Shares Held
12,487
+106.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Larson Financial Group LLC holds $13,428,778 across 29 Restaurants names. CMG ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHAK |
Shake Shack Inc.
|
49,023 | $4,337,064 | |
| 2 | SBUX |
Starbucks Corp
|
39,115 | $3,504,312 | |
| 3 | MCD |
Mcdonalds Corp
|
9,139 | $2,840,309 | |
| 4 | YUM |
Yum Brands Inc
|
6,303 | $979,990 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,357 | $486,878 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
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|
12,487 | $399,708 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,118 | $349,766 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
4,108 | $200,388 |
All Filings in CMG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $399,708 | 12,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $223,776 | 6,048 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $131,443 | 3,354 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $272,552 | 4,854 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $160,772 | 3,202 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $111,856 | 1,855 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $148,544 | 2,578 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $194,215 | 3,100 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,209 | 38 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,646 | 36 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,025 | 28 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,069 | 25 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $614 | 18 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $499 | 18 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $540 | 18 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $313 | 12 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $221 | 7 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $314 | 9 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $218 | 6 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $186 | 6 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $170 | 6 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||