Benchmark Financial Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Benchmark Financial 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
2025 Q3	–	Sell	-3,830	Closed	-$215K	–	126
2025 Q2	$215K	Sell	3,830 -512	-12%	-$26K	0.07%	106
2025 Q1	$218K	Sell	4,342 -302	-7%	-$16.4K	0.08%	95
2024 Q4	$280K	Sell	4,644 -40	-0.9%	-$2.41K	0.09%	80
2024 Q3	$270K	Buy	4,684 +734	+19%	+$40.6K	0.09%	80
2024 Q2	$247K	Hold	3,950	–	–	0.09%	80
2024 Q1	$230K	Buy	+3,950	New	+$202K	0.09%	80
2022 Q2	–	Sell	-6,450	Closed	-$204K	–	75
2022 Q1	$204K	Hold	6,450	–	–	0.09%	73
2021 Q4	$226K	Sell	6,450 -100	-2%	-$3.52K	0.09%	66
2021 Q3	$238K	Sell	6,550 -400	-6%	-$14.6K	0.11%	61
2021 Q2	$215K	Buy	+6,950	New	+$198K	0.1%	64
2021 Q1	–	Sell	-10,350	Closed	-$287K	–	63
2020 Q4	$287K	Hold	10,350	–	–	0.16%	48
2020 Q3	$257K	Hold	10,350	–	–	0.17%	48
2020 Q2	$218K	Buy	+10,350	New	+$192K	0.16%	48

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Benchmark Financial Wealth Advisors's CMG Position: Q3 2025 in Review

Benchmark Financial Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 3,830 shares — an estimated $215K sold.

Benchmark Financial Wealth Advisors first reported a position in CMG in Q2 2020 and held it in 13 quarters. The position peaked at $287K in Q4 2020. 1,356 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

Benchmark Financial Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 3,830 Chipotle Mexican Grill shares in Q3 2025, an estimated $215K.
Benchmark Financial Wealth Advisors first reported a position in Chipotle Mexican Grill in Q2 2020 and held it in 13 quarters.
Benchmark Financial Wealth Advisors's Chipotle Mexican Grill position peaked at $287K in Q4 2020.
1,356 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.