Position in CMG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$335,015
-$595,646 QoQ
Shares Held
10,466
-58.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Arkadios Wealth Advisors holds $28,445,520 across 12 Restaurants names. CMG ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
35,295 | $10,969,332 | |
| 2 | DRI |
Darden Restaurants Inc
|
39,238 | $7,692,217 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
54,726 | $4,044,250 | |
| 4 | SBUX |
Starbucks Corp
|
28,055 | $2,513,447 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
71,413 | $748,407 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,040 | $649,495 | |
| 7 | YUM |
Yum Brands Inc
|
3,345 | $520,079 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
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|
10,466 | $335,015 |
All Filings in CMG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,015 | 10,466 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $930,661 | 25,153 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,827,076 | 46,621 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,123,087 | 37,811 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,795,810 | 35,766 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $658,234 | 10,916 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $602,186 | 10,451 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $484,033 | 7,726 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,453 | 111 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,214 | 114 | Shares | Sole | 2024-01-24 | |
| 2021-09-30 | $2,217 | 61 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,596 | 116 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,301 | 81 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,885 | 68 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,094 | 44 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $989 | 47 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $746 | 57 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||