Position in CMG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$433,024
-$180,447 QoQ
Shares Held
12,736
-33.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#679
of 1,193 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $4,187,693 across 7 Restaurants names. CMG ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YUM |
Yum Brands Inc
|
7,046 | $1,126,373 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
5,517 | $1,066,049 | |
| 3 | SBUX |
Starbucks Corp
|
4,834 | $493,986 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
12,736 | $433,024 | |
| 5 | CNNE |
Cannae Holdings, Inc.
|
28,680 | $412,992 | |
| 6 | DPZ |
Dominos Pizza Inc
|
1,117 | $330,676 | |
| 7 | CAVA |
Cava Group, Inc.
|
4,136 | $324,593 |
All Filings in CMG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,024 | 12,736 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $613,471 | 19,165 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,188,551 | 32,123 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||