Position in CMG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$60,758
-$60,719 QoQ
Shares Held
1,787
-52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#952
of 1,187 holders
Holding Since
Mar 2023
11 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, 2026True Wealth Design, LLC holds $1,191,998 across 25 Restaurants names. CMG ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,268 | $613,063 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
867 | $167,530 | |
| 3 | DPZ |
Dominos Pizza Inc
|
556 | $164,598 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
1,787 | $60,758 | |
| 5 | DRI |
Darden Restaurants Inc
|
225 | $46,352 | |
| 6 | YUM |
Yum Brands Inc
|
278 | $44,441 | |
| 7 | SBUX |
Starbucks Corp
|
265 | $27,080 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
274 | $19,867 |
All Filings in CMG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,758 | 1,787 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $121,477 | 3,795 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $143,597 | 3,881 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,011 | 332 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $51,770 | 922 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $31,130 | 620 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,361 | 404 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,804 | 309 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $751 | 12 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $1,831 | 1 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $1,708 | 1 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||