Position in CMG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$48,688
-$287 QoQ
Shares Held
1,432
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#959
of 1,187 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $256,734 across 11 Restaurants names. CMG ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
460 | $124,342 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
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|
1,432 | $48,688 | |
| 3 | SBUX |
Starbucks Corp
|
470 | $48,029 | |
| 4 | YUM |
Yum Brands Inc
|
110 | $17,584 | |
| 5 | ARCO |
Arcos Dorados Holdings Inc.
|
1,427 | $11,501 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
103 | $4,209 | |
| 7 | WEN |
Wendy's Co
|
226 | $1,873 | |
| 8 | DRI |
Darden Restaurants Inc
|
1 | $206 |
All Filings in CMG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,688 | 1,432 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $48,975 | 1,530 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $60,828 | 1,644 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $71,482 | 1,824 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $120,385 | 2,144 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $110,160 | 2,194 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $132,780 | 2,202 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $129,356 | 2,245 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $137,830 | 2,200 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $124,991 | 43 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $93,765 | 41 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $73,273 | 40 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $85,560 | 40 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $66,623 | 39 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $54,112 | 39 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $55,602 | 37 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||