Position in CMG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$297,296
-$42,682 QoQ
Shares Held
8,744
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#774
of 1,187 holders
Holding Since
Mar 2022
15 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 Jun 30, 2026Aaron Wealth Advisors LLC holds $6,097,524 across 10 Restaurants names. CMG ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,748 | $2,094,361 | |
| 2 | SBUX |
Starbucks Corp
|
14,822 | $1,514,660 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,001 | $618,236 | |
| 4 | YUM |
Yum Brands Inc
|
3,210 | $513,150 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
4,311 | $312,590 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
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|
8,744 | $297,296 | |
| 7 | CAVA |
Cava Group, Inc.
|
3,370 | $264,477 | |
| 8 | WING |
Wingstop Inc.
|
1,267 | $219,710 |
All Filings in CMG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,296 | 8,744 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $339,978 | 10,621 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $475,598 | 12,854 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $279,307 | 7,127 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $354,811 | 6,319 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $382,801 | 7,624 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $595,583 | 9,877 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $559,086 | 9,703 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $457,345 | 7,300 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $325,558 | 112 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $295,017 | 129 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $227,146 | 124 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $273,792 | 128 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $210,119 | 123 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $81,000 | 128,144 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||