Center for Financial Planning, Inc.
Position in CMG — Chipotle Mexican Grill Inc
CIK 1803557
SOUTHFIED, MI
Position in CMG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$242,828
+$14,213 QoQ
Shares Held
7,142
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#828
of 1,187 holders
Holding Since
Jun 2024
9 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, 2026Center for Financial Planning, Inc. holds $2,713,531 across 7 Restaurants names. CMG ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,300 | $1,432,643 | |
| 2 | DRI |
Darden Restaurants Inc
|
2,632 | $542,218 | |
| 3 | YUM |
Yum Brands Inc
|
2,457 | $392,776 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
7,142 | $242,828 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
2,150 | $87,870 | |
| 6 | SBUX |
Starbucks Corp
|
131 | $13,386 | |
| 7 | PTLO |
Portillo's Inc.
|
382 | $1,810 |
All Filings in CMG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,828 | 7,142 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $228,615 | 7,142 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $265,105 | 7,165 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $314,970 | 8,037 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $451,277 | 8,037 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $403,537 | 8,037 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $381,518 | 6,327 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $298,356 | 5,178 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $15,662 | 250 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||