Position in CMG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,360,204
+$1,668 QoQ
Shares Held
40,006
-5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#476
of 1,187 holders
Holding Since
Sep 2022
16 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, 2026HB Wealth Management, LLC holds $34,957,690 across 11 Restaurants names. CMG ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
82,678 | $22,348,690 | |
| 2 | SBUX |
Starbucks Corp
|
43,367 | $4,431,673 | |
| 3 | YUM |
Yum Brands Inc
|
14,530 | $2,322,765 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,172 | $1,477,503 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
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|
40,006 | $1,360,204 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
4,334 | $837,458 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2,791 | $826,247 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
10,930 | $792,534 |
All Filings in CMG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,204 | 40,006 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,358,536 | 42,441 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,590,371 | 42,983 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,455,359 | 37,136 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,540,169 | 45,239 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,575,823 | 51,301 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,056,531 | 34,105 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,787,372 | 31,020 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,928,304 | 30,779 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,549,308 | 533 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $965,097 | 422 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $754,713 | 412 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $708,009 | 331 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $597,901 | 350 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $367,684 | 265 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $345,634 | 230 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||