Phillips Wealth Planners LLC

Position in CMG — Chipotle Mexican Grill Inc

CIK 1962628 STARKVILLE, MS

Position in CMG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$208,760

+$10,921 QoQ

Shares Held

6,140

+14.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#883

of 1,187 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,970,766 across 5 Restaurants names. CMG ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	4,578	$1,237,479
2	SBUX	Starbucks Corp	8,345	$852,775
3	DRI	Darden Restaurants Inc	1,704	$351,041
4	QSR	Restaurant Brands International Inc.	4,423	$320,711
5	CMG	Chipotle Mexican Grill Inc This page	6,140	$208,760

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,760	6,140	+14.8%	Shares	Sole	2026-08-07
2025-12-31	$197,839	5,347	-14.6%	Shares	Defined	2026-02-10
2025-09-30	$245,407	6,262	+10.3%	Shares	Defined	2025-11-07
2025-06-30	$318,875	5,679	+5.3%	Shares	Defined	2025-07-11
2025-03-31	$270,782	5,393	+9.4%	Shares	Defined	2025-04-23
2024-12-31	$297,279	4,930	+36.9%	Shares	Defined	2025-01-17
2024-09-30	$207,432	3,600	—	Shares	Defined	2024-10-29
No filing history on record for this holder in this stock.