Balance Wealth’s Chipotle Mexican Grill CMG Stock Holding History

Balance Wealth’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 Q4	–	Sell	-6,405	Closed	-$251K	–	146
2025 Q3	$251K	Buy	+6,405	New	+$288K	0.06%	124

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

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

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

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

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

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

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

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

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

Balance Wealth's CMG Position: Q4 2025 in Review

Balance Wealth sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 6,405 shares — an estimated $251K sold.

Balance Wealth first reported a position in CMG in Q3 2025 and held it in 1 quarter. The position peaked at $251K in Q3 2025. 1,340 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

Balance Wealth reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
Balance Wealth sold 6,405 Chipotle Mexican Grill shares in Q4 2025, an estimated $251K.
Balance Wealth first reported a position in Chipotle Mexican Grill in Q3 2025 and held it in 1 quarter.
Balance Wealth's Chipotle Mexican Grill position peaked at $251K in Q3 2025.
1,340 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Balance Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.