Position in CMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$986,000
+$586,292 QoQ
Shares Held
29,000
+132.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#526
of 1,192 holders
Holding Since
Mar 2021
22 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, 2026Larson Financial Group LLC holds $12,985,546 across 30 Restaurants names. CMG ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
43,724 | $4,468,155 | |
| 2 | SHAK |
Shake Shack Inc.
|
47,422 | $2,656,580 | |
| 3 | MCD |
Mcdonalds Corp
|
7,513 | $2,030,839 | |
| 4 | YUM |
Yum Brands Inc
|
6,969 | $1,114,064 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
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|
29,000 | $986,000 | |
| 6 | DPZ |
Dominos Pizza Inc
|
2,887 | $854,667 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
6,260 | $255,846 | |
| 8 | DRI |
Darden Restaurants Inc
|
655 | $134,936 |
All Filings in CMG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,000 | 29,000 | Shares | Sole | 2026-08-14 | |
| 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 | $110,457 | 38 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $82,330 | 36 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $51,291 | 28 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $53,475 | 25 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $30,749 | 18 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $24,974 | 18 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $27,049 | 18 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,687 | 12 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,074 | 7 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $15,734 | 9 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $10,905 | 6 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $9,302 | 6 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,524 | 6 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||