Position in CMG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$306,846
-$50,981 QoQ
Shares Held
9,586
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,458,843 across 9 Restaurants names. CMG ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
14,246 | $4,427,510 | |
| 2 | SBUX |
Starbucks Corp
|
10,809 | $968,376 | |
| 3 | DRI |
Darden Restaurants Inc
|
2,383 | $467,160 | |
| 4 | YUM |
Yum Brands Inc
|
2,984 | $463,947 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
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|
9,586 | $306,846 | |
| 6 | DPZ |
Dominos Pizza Inc
|
776 | $278,419 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,457 | $240,606 | |
| 8 | EAT |
Brinker International, Inc
|
1,433 | $204,588 |
All Filings in CMG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,846 | 9,586 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $357,827 | 9,671 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $317,805 | 5,660 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $245,724 | 4,894 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $359,809 | 5,967 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $362,832 | 6,297 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $259,996 | 4,150 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||