AFT Forsyth & Company’s Chipotle Mexican Grill CMG Stock Holding History

AFT Forsyth & Company’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	-12,500	Closed	-$628K	–	120
2025 Q1	$628K	Hold	12,500	–	–	0.34%	66
2024 Q4	$754K	Hold	12,500	–	–	0.37%	58
2024 Q3	$720K	Sell	12,500 -50	-0.4%	-$2.77K	0.36%	63
2024 Q2	$7.86M	Hold	12,550	–	–	3.85%	4
2024 Q1	$730K	Hold	12,550	–	–	0.42%	57
2023 Q4	$574K	Sell	12,550 -5,000	-28%	-$208K	0.36%	72
2023 Q3	$643K	Sell	17,550 -250	-1%	-$9.75K	0.47%	60
2023 Q2	$761K	Hold	17,800	–	–	0.54%	55
2023 Q1	$608K	Sell	17,800 -250	-1%	-$7.86K	0.47%	61
2022 Q4	$501K	Sell	18,050 -250	-1%	-$7.47K	0.43%	70
2022 Q3	$550K	Hold	18,300	–	–	0.49%	62
2022 Q2	$478K	Hold	18,300	–	–	0.39%	73
2022 Q1	$579K	Sell	18,300 -18,750	-51%	-$565K	0.37%	77
2021 Q4	$1.29M	Buy	37,050 +750	+2%	+$26.4K	0.66%	47
2021 Q3	$1.32M	Hold	36,300	–	–	0.71%	44
2021 Q2	$1.13M	Hold	36,300	–	–	0.6%	50
2021 Q1	$1.03M	Sell	36,300 -8,050	-18%	-$233K	0.62%	51
2020 Q4	$1.23M	Hold	44,350	–	–	0.77%	37
2020 Q3	$1.1M	Hold	44,350	–	–	0.82%	33
2020 Q2	$933K	Hold	44,350	–	–	0.79%	39
2020 Q1	$580K	Buy	44,350 +100	+0.2%	+$1.58K	0.58%	58
2019 Q4	$741K	Buy	+44,250	New	+$710K	0.57%	62
2013 Q3	$254K	Hold	29,600	–	–	0.33%	94
2013 Q2	$216K	Buy	+29,600	New	+$212K	0.31%	87

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

AFT Forsyth & Company's CMG Position: Q2 2025 in Review

AFT Forsyth & Company sold out of Chipotle Mexican Grill (CMG) in Q2 2025, closing a stake of 12,500 shares — an estimated $628K sold.

AFT Forsyth & Company first reported a position in CMG in Q2 2013 and held it in 24 quarters. The position peaked at $7.86M in Q2 2024. 1,545 funds tracked by Wall St. Rank hold CMG as of Q2 2025.

AFT Forsyth & Company reported no remaining Chipotle Mexican Grill position as of Q2 2025 after selling out during the quarter.
AFT Forsyth & Company sold 12,500 Chipotle Mexican Grill shares in Q2 2025, an estimated $628K.
AFT Forsyth & Company first reported a position in Chipotle Mexican Grill in Q2 2013 and held it in 24 quarters.
AFT Forsyth & Company's Chipotle Mexican Grill position peaked at $7.86M in Q2 2024.
1,545 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2025.

Based on AFT Forsyth & Company's 13F filing for Q2 2025, filed 14 Aug 2025.