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Birchcreek Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Birchcreek Wealth Management’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
-4,620
Closed -$232K – 117
2025
Q1 		$232K Sell
4,620
-580
-11% -$31.5K 0.15% 102
2024
Q4 		$314K Sell
5,200
-959
-16% -$57.8K 0.2% 95
2024
Q3 		$355K Buy
6,159
+756
+14% +$41.8K 0.23% 83
2024
Q2 		$339K Buy
5,403
+103
+2% +$6.4K 0.19% 104
2024
Q1 		$308K Buy
5,300
+800
+18% +$40.9K 0.16% 114
2023
Q4 		$206K Buy
+4,500
New +$187K 0.12% 131

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Birchcreek Wealth Management's CMG Position: Q2 2025 in Review

Birchcreek Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q2 2025, closing a stake of 4,620 shares — an estimated $232K sold.

Birchcreek Wealth Management first reported a position in CMG in Q4 2023 and held it in 6 quarters. The position peaked at $355K in Q3 2024. 1,544 funds tracked by Wall St. Rank hold CMG as of Q2 2025.

  • Birchcreek Wealth Management reported no remaining Chipotle Mexican Grill position as of Q2 2025 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,620 Chipotle Mexican Grill shares in Q2 2025, an estimated $232K.
  • Birchcreek Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2023 and held it in 6 quarters.
  • Birchcreek Wealth Management's Chipotle Mexican Grill position peaked at $355K in Q3 2024.
  • 1,544 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2025.

Based on Birchcreek Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.