Burkett Financial Services’s Chipotle Mexican Grill CMG Stock Holding History

Burkett Financial Services’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 Q3	$27.9K	Buy	874 +724	+483%	+$25.1K	0.01%	212
2026 Q2	$5.1K	Hold	150	–	–	﹤0.01%	206
2026 Q1	$4.8K	Hold	150	–	–	﹤0.01%	189
2025 Q4	$5.55K	Hold	150	–	–	﹤0.01%	177
2025 Q3	$5.88K	Hold	150	–	–	﹤0.01%	168
2025 Q2	$8.42K	Sell	150 -400	-73%	-$20.4K	﹤0.01%	151
2025 Q1	$27.6K	Hold	550	–	–	0.01%	117
2024 Q4	$33.2K	Sell	550 -18	-3%	-$1.08K	0.01%	104
2024 Q3	$32.7K	Hold	568	–	–	0.01%	100
2024 Q2	$35.6K	Buy	568 +418	+279%	+$26K	0.02%	93
2024 Q1	$8.72K	Hold	150	–	–	﹤0.01%	147
2023 Q4	$6.86K	Buy	+150	New	+$6.24K	﹤0.01%	147

Other funds holding CMG

GBI

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's CMG Position: Q3 2026 in Review

Burkett Financial Services increased its Chipotle Mexican Grill (CMG) stake by 483% in Q3 2026, buying an estimated $25.1K and bringing the position to 874 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #212.

Burkett Financial Services first reported a position in CMG in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.6K in Q2 2024. 9 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

Burkett Financial Services held 874 shares of Chipotle Mexican Grill worth $27.9K as of Q3 2026.
Burkett Financial Services bought 724 Chipotle Mexican Grill shares in Q3 2026, an estimated $25.1K.
Chipotle Mexican Grill made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #212 holding.
Burkett Financial Services first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Chipotle Mexican Grill position peaked at $35.6K in Q2 2024.
9 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.