Position in CMG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,508
New position
Shares Held
662
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,006
of 1,187 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $203,845 across 7 Restaurants names. CMG ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
434 | $117,314 | |
| 2 | SBUX |
Starbucks Corp
|
560 | $57,226 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
This page
|
662 | $22,508 | |
| 4 | YUM |
Yum Brands Inc
|
27 | $4,316 | |
| 5 | DPZ |
Dominos Pizza Inc
|
5 | $1,480 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
10 | $795 | |
| 7 | DRI |
Darden Restaurants Inc
|
1 | $206 |
All Filings in CMG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,508 | 662 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||