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Advocacy Wealth Management Services’s Chipotle Mexican Grill CMG Stock Holding History

Advocacy Wealth Management Services’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 		$368K Buy
+10,813
New +$353K 0.01% 139
2025
Q4 		– Sell
-267,632
Closed -$10.5M – 143
2025
Q3 		$10.5M Buy
+267,632
New +$12.1M 0.46% 53

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advocacy Wealth Management Services's CMG Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 10,813 shares worth $368K. The stake represents 0.01% of the portfolio and ranks #139 among its holdings. This is a return to the name: Advocacy Wealth Management Services previously reported a position in CMG as recently as Q3 2025.

Advocacy Wealth Management Services first reported a position in CMG in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.5M in Q3 2025. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Advocacy Wealth Management Services held 10,813 shares of Chipotle Mexican Grill worth $368K as of Q2 2026.
  • Chipotle Mexican Grill was a new Advocacy Wealth Management Services position in Q2 2026.
  • Chipotle Mexican Grill made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #139 holding.
  • Advocacy Wealth Management Services first reported a position in Chipotle Mexican Grill in Q3 2025 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's Chipotle Mexican Grill position peaked at $10.5M in Q3 2025.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.