Position in CMG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$233,852
+$36,639 QoQ
Shares Held
6,878
+11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#842
of 1,187 holders
Holding Since
Mar 2020
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, 2026CX Institutional holds $13,867,754 across 13 Restaurants names. CMG ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,602 | $10,704,816 | |
| 2 | SBUX |
Starbucks Corp
|
16,574 | $1,693,697 | |
| 3 | YUM |
Yum Brands Inc
|
3,232 | $516,667 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,236 | $460,638 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
This page
|
6,878 | $233,852 | |
| 6 | DPZ |
Dominos Pizza Inc
|
564 | $166,966 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
724 | $29,589 | |
| 8 | BROS |
Dutch Bros Inc.
|
322 | $23,122 |
All Filings in CMG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,852 | 6,878 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $197,213 | 6,161 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $317,682 | 8,586 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $305,721 | 7,801 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $490,414 | 8,734 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $403,537 | 8,037 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $443,325 | 7,352 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $398,788 | 6,921 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $417,499 | 6,664 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $380,786 | 131 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $285,870 | 125 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $223,483 | 122 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $286,626 | 134 | Shares | Sole | 2023-07-26 | |
| 2022-06-30 | $154,256 | 118 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $208,041 | 119 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $123,591 | 68 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $108,523 | 70 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $99,457 | 70 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $88,749 | 64 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $72,135 | 58 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $58,932 | 56 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $21,595 | 33 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||