Position in CMG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$254,354
+$13,127 QoQ
Shares Held
7,481
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#812
of 1,187 holders
Holding Since
Jun 2023
12 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, 2026PDS Planning, Inc holds $2,909,350 across 6 Restaurants names. CMG ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,106 | $1,109,892 | |
| 2 | SBUX |
Starbucks Corp
|
8,294 | $847,563 | |
| 3 | YUM |
Yum Brands Inc
|
1,929 | $308,369 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
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|
7,481 | $254,354 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
3,159 | $229,059 | |
| 6 | WEN |
Wendy's Co
|
19,314 | $160,113 |
All Filings in CMG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,354 | 7,481 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $241,227 | 7,536 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $275,354 | 7,442 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $241,527 | 6,163 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $398,440 | 7,096 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $316,724 | 6,308 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $352,091 | 5,839 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $345,374 | 5,994 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $297,587 | 4,750 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $273,236 | 94 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $212,687 | 93 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $213,900 | 100 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||