CreativeOne Wealth, LLC

Position in CMG — Chipotle Mexican Grill Inc

CIK 1739728 OVERLAND PARK, KS

Position in CMG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$271,150

-$15,595 QoQ

Shares Held

7,975

-11.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#793

of 1,187 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $4,568,682 across 5 Restaurants names. CMG ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	9,685	$2,617,952
2	SBUX	Starbucks Corp	8,662	$885,168
3	YUM	Yum Brands Inc	3,548	$567,183
4	CMG	Chipotle Mexican Grill Inc This page	7,975	$271,150
5	DRI	Darden Restaurants Inc	1,103	$227,229

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,150	7,975	-11.0%	Shares	Other	2026-08-13
2026-03-31	$286,745	8,958	-48.8%	Shares	Other	2026-05-15
2025-12-31	$647,611	17,503	+8.6%	Shares	Other	2026-02-13
2025-09-30	$631,781	16,121	-18.7%	Shares	Other	2025-11-13
2025-06-30	$1,112,780	19,818	-5.6%	Shares	Other	2025-08-12
2025-03-31	$1,054,409	21,000	-5.5%	Shares	Other	2025-05-14
2024-12-31	$1,340,468	22,230	-13.8%	Shares	Other	2025-02-13
2024-09-30	$1,486,595	25,800	+155.7%	Shares	Other	2024-11-13
2024-06-30	$632,138	10,090	+3872.4%	Shares	Sole	2024-08-14
2024-03-31	$738,318	254	+92.4%	Shares	Sole	2024-05-14
2023-12-31	$301,877	132	-0.8%	Shares	Sole	2024-02-09
2023-09-30	$243,632	133	+6.4%	Shares	Sole	2023-10-17
2023-06-30	$267,375	125	-35.9%	Shares	Sole	2023-08-14
2023-03-31	$333,116	195	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.