Bedel Financial Consulting’s Chipotle Mexican Grill CMG Stock Holding History

Bedel Financial Consulting’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
2024 Q4	–	Sell	-4,000	Closed	-$230K	–	269
2024 Q3	$230K	Hold	4,000	–	–	0.03%	237
2024 Q2	$251K	Sell	4,000 -450	-10%	-$28K	0.04%	213
2024 Q1	$259K	Hold	4,450	–	–	0.04%	216
2023 Q4	$204K	Buy	+4,450	New	+$185K	0.04%	235
2023 Q3	–	Sell	-5,050	Closed	-$216K	–	238
2023 Q2	$216K	Buy	+5,050	New	+$200K	0.05%	222
2022 Q2	–	Sell	-6,050	Closed	-$191K	–	329
2022 Q1	$191K	Buy	6,050 +200	+3%	+$6.02K	0.06%	188
2021 Q4	$205K	Hold	5,850	–	–	0.06%	186
2021 Q3	$213K	Hold	5,850	–	–	0.07%	180
2021 Q2	$181K	Hold	5,850	–	–	0.06%	190
2021 Q1	$166K	Sell	5,850 -850	-13%	-$24.6K	0.06%	190
2020 Q4	$186K	Hold	6,700	–	–	0.08%	159
2020 Q3	$167K	Hold	6,700	–	–	0.08%	159
2020 Q2	$141K	Sell	6,700 -3,750	-36%	-$69.4K	0.08%	160
2020 Q1	$137K	Buy	10,450 +3,750	+56%	+$59.3K	0.09%	153
2019 Q4	$112K	Hold	6,700	–	–	0.06%	195
2019 Q3	$113K	Hold	6,700	–	–	0.07%	189
2019 Q2	$98K	Sell	6,700 -1,800	-21%	-$25.4K	0.06%	199
2019 Q1	$121K	Buy	+8,500	New	+$98.6K	0.08%	177

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Bedel Financial Consulting's CMG Position: Q4 2024 in Review

Bedel Financial Consulting sold out of Chipotle Mexican Grill (CMG) in Q4 2024, closing a stake of 4,000 shares — an estimated $230K sold.

Bedel Financial Consulting first reported a position in CMG in Q1 2019 and held it in 18 quarters. The position peaked at $259K in Q1 2024. 1,639 funds tracked by Wall St. Rank hold CMG as of Q4 2024.

Bedel Financial Consulting reported no remaining Chipotle Mexican Grill position as of Q4 2024 after selling out during the quarter.
Bedel Financial Consulting sold 4,000 Chipotle Mexican Grill shares in Q4 2024, an estimated $230K.
Bedel Financial Consulting first reported a position in Chipotle Mexican Grill in Q1 2019 and held it in 18 quarters.
Bedel Financial Consulting's Chipotle Mexican Grill position peaked at $259K in Q1 2024.
1,639 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2024.

Based on Bedel Financial Consulting's 13F filing for Q4 2024, filed 6 Feb 2025.