Action Point Financial Planning’s Chipotle Mexican Grill CMG Stock Holding History

Action Point Financial Planning’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
2026 Q2	$6.77K	Buy	+201	New	+$6.57K	﹤0.01%	1663

Other funds holding CMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Action Point Financial Planning's CMG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 201 shares worth $6.77K. The stake represents ﹤0.01% of the portfolio and ranks #1663 among its holdings.

1,187 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Action Point Financial Planning held 201 shares of Chipotle Mexican Grill worth $6.77K as of Q2 2026.
Chipotle Mexican Grill was a new Action Point Financial Planning position in Q2 2026.
Chipotle Mexican Grill made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1663 holding.
1,187 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.