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Advocate Investing Services’s Chipotle Mexican Grill CMG Stock Holding History

Advocate Investing 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 		$1.7K Hold
50
– – ﹤0.01% 397
2026
Q1 		$1.6K Hold
50
– – ﹤0.01% 378
2025
Q4 		$1.85K Buy
+50
New +$1.81K ﹤0.01% 350

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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

Advocate Investing Services's CMG Position: Q2 2026 in Review

Advocate Investing Services held its Chipotle Mexican Grill (CMG) position steady in Q2 2026 at 50 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Advocate Investing Services first reported a position in CMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.85K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Advocate Investing Services held 50 shares of Chipotle Mexican Grill worth $1.7K as of Q2 2026.
  • Advocate Investing Services left its Chipotle Mexican Grill share count unchanged in Q2 2026.
  • Chipotle Mexican Grill made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #397 holding.
  • Advocate Investing Services first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Chipotle Mexican Grill position peaked at $1.85K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.