ELEVATION POINT WEALTH PARTNERS, LLC
Position in CMG — Chipotle Mexican Grill Inc
CIK 1744349
DENVER, CO
Position in CMG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,207,204
+$184,741 QoQ
Shares Held
35,506
+11.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#490
of 1,187 holders
Holding Since
Sep 2025
3 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $19,592,238 across 10 Restaurants names. CMG ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,036 | $9,740,891 | |
| 2 | SBUX |
Starbucks Corp
|
39,440 | $4,030,373 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
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|
35,506 | $1,207,204 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,611 | $1,155,922 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
13,103 | $1,042,212 | |
| 6 | YUM |
Yum Brands Inc
|
6,080 | $971,948 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,876 | $555,729 | |
| 8 | BROS |
Dutch Bros Inc.
|
6,109 | $438,687 |
All Filings in CMG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,204 | 35,506 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,022,463 | 31,942 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $749,469 | 19,124 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||