Position in CMG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$261,425
-$2,441 QoQ
Shares Held
8,167
+21.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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 Mar 31, 2026Savvy Advisors, Inc. holds $10,225,869 across 7 Restaurants names. CMG ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
22,606 | $7,025,718 | |
| 2 | SBUX |
Starbucks Corp
|
23,799 | $2,132,152 | |
| 3 | EAT |
Brinker International, Inc
|
2,345 | $334,795 | |
| 4 | YUM |
Yum Brands Inc
|
1,816 | $282,351 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
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|
8,167 | $261,425 | |
| 6 | CBRL |
Cracker Barrel Old Country Store, Inc
|
3,586 | $100,802 | |
| 7 | WEN |
Wendy's Co
|
12,752 | $88,626 |
All Filings in CMG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,425 | 8,167 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $263,866 | 6,733 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $331,116 | 5,897 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $242,664 | 4,833 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $216,054 | 3,583 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $758,048 | 13,156 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||