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AA Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History

AA Financial Advisors’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,938
Closed -$221K – 194
2025
Q2 		$221K Sell
3,938
-703
-15% -$35.8K 0.05% 175
2025
Q1 		$233K Sell
4,641
-1,809
-28% -$98.4K 0.06% 160
2024
Q4 		$389K Hold
6,450
– – 0.1% 117
2024
Q3 		$372K Hold
6,450
– – 0.11% 118
2024
Q2 		$404K Sell
6,450
-200
-3% -$12.4K 0.14% 110
2024
Q1 		$387K Buy
+6,650
New +$340K 0.16% 102

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AA Financial Advisors's CMG Position: Q3 2025 in Review

AA Financial Advisors sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 3,938 shares — an estimated $221K sold.

AA Financial Advisors first reported a position in CMG in Q1 2024 and held it in 6 quarters. The position peaked at $404K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

  • AA Financial Advisors reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
  • AA Financial Advisors sold 3,938 Chipotle Mexican Grill shares in Q3 2025, an estimated $221K.
  • AA Financial Advisors first reported a position in Chipotle Mexican Grill in Q1 2024 and held it in 6 quarters.
  • AA Financial Advisors's Chipotle Mexican Grill position peaked at $404K in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on AA Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.