INDEPENDENT FINANCIAL GROUP, LLC

Position in CMG — Chipotle Mexican Grill Inc

CIK 275484 SAN DIEGO, CA

Position in CMG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$876,384

-$199,184 QoQ

Shares Held

25,776

-23.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#544

of 1,187 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $12,516,547 across 7 Restaurants names. CMG ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	45,012	$4,599,776
2	MCD	Mcdonalds Corp	14,402	$3,893,004
3	BROS	Dutch Bros Inc.	24,394	$1,751,733
4	CMG	Chipotle Mexican Grill Inc This page	25,776	$876,384
5	YUM	Yum Brands Inc	4,669	$746,386
6	EAT	Brinker International, Inc	3,350	$562,800
7	WEN	Wendy's Co	10,430	$86,464

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$876,384	25,776	-23.3%	Shares	Sole	2026-07-15
2026-03-31	$1,075,568	33,601	-27.7%	Shares	Sole	2026-05-15
2025-12-31	$1,718,650	46,450	+133.5%	Shares	Sole	2026-05-15
2025-09-30	$779,528	19,891	-25.2%	Shares	Sole	2026-05-15
2025-06-30	$1,492,523	26,581	-6.1%	Shares	Sole	2026-05-15
2025-03-31	$1,421,093	28,303	-30.2%	Shares	Sole	2026-05-19
2024-12-31	$2,446,612	40,574	+67.2%	Shares	Sole	2026-06-12
2024-09-30	$1,398,149	24,265	+40.4%	Shares	Sole	2026-06-12
2024-06-30	$1,082,654	17,281	+10768.6%	Shares	Sole	2026-06-12
2024-03-31	$9,243	159	+2.6%	Shares	Sole	2026-06-12
2023-12-31	$7,089	155	+2.6%	Shares	Sole	2026-06-12
2023-09-30	$5,532	151	-6.8%	Shares	Sole	2026-06-12
2023-06-30	$6,930	162	+3.8%	Shares	Sole	2026-06-12
2023-03-31	$5,329	156	+9.1%	Shares	Sole	2026-06-12
2021-03-31	$4,063	143	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.