Position in CMG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,700
-$124 QoQ
Shares Held
50
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,137
of 1,187 holders
Holding Since
Mar 2023
11 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, 2026TFC Financial Management, Inc. holds $484,169 across 8 Restaurants names. CMG ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,286 | $347,618 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
581 | $112,266 | |
| 3 | YUM |
Yum Brands Inc
|
87 | $13,907 | |
| 4 | SBUX |
Starbucks Corp
|
68 | $6,948 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
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|
50 | $1,700 | |
| 6 | DRI |
Darden Restaurants Inc
|
3 | $618 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2 | $592 | |
| 8 | WING |
Wingstop Inc.
|
3 | $520 |
All Filings in CMG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,700 | 50 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,824 | 57 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,701 | 73 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,586 | 66 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,593 | 64 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,263 | 65 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,341 | 72 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,148 | 72 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,132 | 50 | Shares | Sole | 2024-07-23 | |
| 2023-09-30 | $1,831 | 1 | Shares | Sole | 2023-10-23 | |
| 2023-03-31 | $11,958 | 7 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||