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B. Riley Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

B. Riley Wealth Advisors’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 		$749K Buy
22,719
+2,626
+13% +$85.8K 0.04% 372
2026
Q1 		$626K Sell
20,093
-9,808
-33% -$363K 0.04% 388
2025
Q4 		$1.11M Sell
29,901
-4,624
-13% -$167K 0.05% 330
2025
Q3 		$1.35M Sell
34,525
-72,792
-68% -$3.28M 0.06% 282
2025
Q2 		$6.03M Buy
+107,317
New +$5.46M 0.28% 74
2024
Q4 		$8.75M Sell
145,090
-11,160
-7% -$673K 0.29% 69
2024
Q3 		$8.92M Buy
156,250
+29,018
+23% +$1.61M 0.25% 82
2024
Q2 		$7.97M Buy
127,232
+95,582
+302% +$5.94M 0.2% 101
2024
Q1 		$1.16M Buy
31,650
+650
+2% +$33.2K 0.03% 479
2023
Q4 		$1.42M Sell
31,000
-650
-2% -$27K 0.04% 443
2023
Q3 		$1.16M Sell
31,650
-33,850
-52% -$1.32M 0.03% 479
2023
Q2 		$2.8M Buy
65,500
+19,400
+42% +$767K 0.06% 287
2023
Q1 		$1.58M Buy
46,100
+4,200
+10% +$132K 0.04% 416
2022
Q4 		$1.16M Buy
41,900
+2,000
+5% +$59.8K 0.03% 485
2022
Q3 		$1.2M Buy
39,900
+4,750
+14% +$147K 0.04% 446
2022
Q2 		$920K Sell
35,150
-1,750
-5% -$48.8K 0.04% 447
2022
Q1 		$1.17M Sell
36,900
-33,550
-48% -$1.01M 0.04% 438
2021
Q4 		$2.46M Buy
70,450
+350
+0.5% +$12.3K 0.07% 303
2021
Q3 		$2.55M Buy
70,100
+2,800
+4% +$102K 0.08% 276
2021
Q2 		$2.09M Sell
67,300
-36,150
-35% -$1.03M 0.07% 323
2021
Q1 		$2.94M Buy
103,450
+19,950
+24% +$577K 0.1% 219
2020
Q4 		$2.31M Sell
83,500
-24,350
-23% -$639K 0.12% 181
2020
Q3 		$2.54M Buy
107,850
+50,850
+89% +$1.23M 0.14% 168
2020
Q2 		$1.2M Buy
57,000
+18,800
+49% +$348K 0.08% 245
2020
Q1 		$500K Buy
38,200
+19,200
+101% +$304K 0.04% 382
2019
Q4 		$319K Buy
19,000
+5,000
+36% +$80.2K 0.03% 572
2019
Q3 		$236K Buy
+14,000
New +$223K 0.02% 679
2017
Q4 		– Sell
-50,950
Closed -$315K – 646
2017
Q3 		$315K Buy
50,950
+18,150
+55% +$122K 0.05% 356
2017
Q2 		$274K Buy
32,800
+8,600
+36% +$79.8K 0.05% 393
2017
Q1 		$217K Sell
24,200
-4,750
-16% -$39.2K 0.04% 444
2016
Q4 		$220K Sell
28,950
-2,850
-9% -$22.5K 0.04% 431
2016
Q3 		$271K Sell
31,800
-100
-0.3% -$822 0.05% 435
2016
Q2 		$258K Sell
31,900
-1,900
-6% -$16.5K 0.05% 453
2016
Q1 		$318K Buy
33,800
+3,300
+11% +$31.4K 0.07% 332
2015
Q4 		$293K Buy
+30,500
New +$373K 0.06% 369
2015
Q2 		– Sell
-28,100
Closed -$366K – 546
2015
Q1 		$366K Sell
28,100
-525,500
-95% -$7.17M 0.09% 296
2014
Q4 		$2.56K Buy
+553,600
New +$7.24M 0.05% 465
2014
Q3 		– Sell
-50
Closed -$380 – 858
2014
Q2 		$380 Buy
+50
New +$542 ﹤0.01% 2348

Other funds holding CMG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

B. Riley Wealth Advisors's CMG Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Chipotle Mexican Grill (CMG) stake by 13% in Q2 2026, buying an estimated $85.8K and bringing the position to 22,719 shares worth $749K. The position accounts for 0.04% of the portfolio, ranked #372.

B. Riley Wealth Advisors first reported a position in CMG in Q2 2014 and has held it in 38 quarters since. The position peaked at $8.92M in Q3 2024. 177 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • B. Riley Wealth Advisors held 22,719 shares of Chipotle Mexican Grill worth $749K as of Q2 2026.
  • B. Riley Wealth Advisors bought 2,626 Chipotle Mexican Grill shares in Q2 2026, an estimated $85.8K.
  • Chipotle Mexican Grill made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • B. Riley Wealth Advisors first reported a position in Chipotle Mexican Grill in Q2 2014 and has held it in 38 quarters since.
  • B. Riley Wealth Advisors's Chipotle Mexican Grill position peaked at $8.92M in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.