Advisor Resource Council’s Chipotle Mexican Grill CMG Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-18,973	Closed	-$928K	–	258
2025 Q1	$928K	Buy	+18,973	New	+$1.03M	0.07%	264
2024 Q1	–	Sell	-19,950	Closed	-$913K	–	284
2023 Q4	$913K	Buy	+19,950	New	+$830K	0.11%	193
2023 Q2	–	Sell	-58,300	Closed	-$2M	–	186
2023 Q1	$2M	Buy	58,300 +15,900	+38%	+$500K	0.5%	48
2022 Q4	$1.18M	Sell	42,400 -1,300	-3%	-$38.8K	0.57%	30
2022 Q3	$1.31M	Sell	43,700 -25,600	-37%	-$794K	0.89%	24
2022 Q2	$1.81M	Buy	+69,300	New	+$1.93M	0.17%	138
2022 Q1	–	Sell	-20,350	Closed	-$711K	–	273
2021 Q4	$711K	Buy	+20,350	New	+$717K	0.06%	278
2021 Q3	–	Sell	-19,950	Closed	-$619K	–	261
2021 Q2	$619K	Buy	+19,950	New	+$569K	0.06%	279

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisor Resource Council's CMG Position: Q2 2025 in Review

Advisor Resource Council sold out of Chipotle Mexican Grill (CMG) in Q2 2025, closing a stake of 18,973 shares — an estimated $928K sold.

Advisor Resource Council first reported a position in CMG in Q2 2021 and held it in 8 quarters. The position peaked at $2M in Q1 2023. 1,544 funds tracked by Wall St. Rank hold CMG as of Q2 2025.

Advisor Resource Council reported no remaining Chipotle Mexican Grill position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 18,973 Chipotle Mexican Grill shares in Q2 2025, an estimated $928K.
Advisor Resource Council first reported a position in Chipotle Mexican Grill in Q2 2021 and held it in 8 quarters.
Advisor Resource Council's Chipotle Mexican Grill position peaked at $2M in Q1 2023.
1,544 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.