Position in CMG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$702,814
-$625,953 QoQ
Shares Held
20,671
-50.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#592
of 1,187 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $5,585,194 across 19 Restaurants names. CMG ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
18,196 | $1,859,449 | |
| 2 | MCD |
Mcdonalds Corp
|
5,977 | $1,615,642 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
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|
20,671 | $702,814 | |
| 4 | YUM |
Yum Brands Inc
|
3,112 | $497,484 | |
| 5 | BROS |
Dutch Bros Inc.
|
4,453 | $319,769 | |
| 6 | CAVA |
Cava Group, Inc.
|
3,887 | $305,051 | |
| 7 | DRI |
Darden Restaurants Inc
|
660 | $135,966 | |
| 8 | WING |
Wingstop Inc.
|
213 | $36,936 |
All Filings in CMG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,814 | 20,671 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,328,767 | 41,511 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,603,728 | 43,344 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $967,718 | 24,693 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,583,149 | 28,195 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,346,094 | 66,642 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,501,078 | 124,396 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,199,864 | 72,889 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,799,158 | 60,641 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,781,778 | 957 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,742,065 | 1,199 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,179,877 | 1,190 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,947,542 | 1,378 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,499,228 | 1,463 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,422,937 | 2,467 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,246,799 | 2,826 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,139,984 | 1,637 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,073,884 | 1,943 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,578,666 | 2,619 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,271,172 | 2,350 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,381,291 | 2,181 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||