Position in CMG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$476,374
+$69,687 QoQ
Shares Held
14,011
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#657
of 1,187 holders
Holding Since
Sep 2022
15 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, 2026Everhart Financial Group, Inc. holds $3,411,600 across 6 Restaurants names. CMG ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,633 | $1,522,656 | |
| 2 | SBUX |
Starbucks Corp
|
7,195 | $735,257 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
This page
|
14,011 | $476,374 | |
| 4 | YUM |
Yum Brands Inc
|
1,810 | $289,346 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
2,955 | $214,267 | |
| 6 | WEN |
Wendy's Co
|
20,953 | $173,700 |
All Filings in CMG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,374 | 14,011 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $406,687 | 12,705 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $511,340 | 13,820 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $462,912 | 11,812 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $719,000 | 12,805 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $576,310 | 11,478 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $934,469 | 15,497 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $629,037 | 10,917 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $909,427 | 14,516 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $735,412 | 253 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $347,617 | 152 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $249,128 | 136 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,045,971 | 489 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $203,286 | 119 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $278,010 | 185 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||