Robertson Stephens Wealth Management, LLC

Position in CMG — Chipotle Mexican Grill Inc

CIK 1767307 San Francisco, CA

Position in CMG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,152,810

+$356,920 QoQ

Shares Held

180,965

-0.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#275

of 1,187 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $10,108,344 across 5 Restaurants names. CMG ranks #1 (60.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc This page	180,965	$6,152,810
2	MCD	Mcdonalds Corp	8,912	$2,409,002
3	SBUX	Starbucks Corp	10,854	$1,109,170
4	QSR	Restaurant Brands International Inc.	3,490	$253,059
5	WEN	Wendy's Co	22,232	$184,303

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,152,810	180,965	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$5,795,890	181,065	+61.8%	Shares	Sole	2026-04-28
2025-12-31	$4,139,708	111,884	-0.2%	Shares	Sole	2026-02-02
2025-09-30	$4,393,277	112,102	+39.8%	Shares	Sole	2025-11-12
2025-06-30	$4,501,938	80,177	-1.7%	Shares	Sole	2025-07-24
2025-03-31	$4,095,679	81,571	-0.8%	Shares	Sole	2025-04-17
2024-12-31	$4,958,046	82,223	-0.1%	Shares	Sole	2025-01-27
2024-09-30	$4,740,166	82,266	+1.6%	Shares	Sole	2024-11-12
2024-06-30	$5,073,083	80,975	+5047.8%	Shares	Sole	2024-08-13
2024-03-31	$4,572,349	1,573	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$3,595,101	1,572	-2.3%	Shares	Sole	2024-02-06
2023-09-30	$2,947,414	1,609	+2.3%	Shares	Sole	2023-11-13
2023-06-30	$3,364,647	1,573	-0.2%	Shares	Sole	2023-08-11
2023-03-31	$2,692,265	1,576	+0.1%	Shares	Sole	2023-05-11
2022-12-31	$2,183,909	1,574	+902.5%	Shares	Sole	2023-02-14
2022-03-31	$248,378	157	+2.6%	Shares	Sole	2022-05-16
2021-12-31	$267,482	153	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.