Position in CMG
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$724,353
+$453,328 QoQ
Shares Held
22,629
+208.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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 Mar 31, 2026Western Wealth Management, LLC holds $10,593,306 across 16 Restaurants names. CMG ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
21,707 | $6,746,317 | |
| 2 | SBUX |
Starbucks Corp
|
23,675 | $2,121,042 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
This page
|
22,629 | $724,353 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,170 | $425,406 | |
| 5 | YUM |
Yum Brands Inc
|
1,293 | $201,035 | |
| 6 | BROS |
Dutch Bros Inc.
|
3,049 | $154,462 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
2,266 | $110,535 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
285 | $47,064 |
All Filings in CMG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $724,353 | 22,629 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $271,025 | 7,325 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $415,257 | 10,596 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $652,013 | 11,612 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $584,946 | 11,650 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,274,440 | 21,135 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,768,069 | 30,685 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,695,183 | 27,058 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $17,440 | 300 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $15,505 | 339 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $11,760 | 321 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,604 | 318 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $10,078 | 295 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $4,717 | 170 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,888 | 329 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,144 | 235 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,068 | 255 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,650 | 133 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $6,108 | 197 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||