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Caliber Wealth Management (Kansas)’s Chipotle Mexican Grill CMG Stock Holding History

Caliber Wealth Management (Kansas)’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
Q1 		$1.55M Buy
48,545
+13,869
+40% +$513K 0.17% 105
2025
Q4 		$1.28M Buy
34,676
+4,219
+14% +$153K 0.14% 123
2025
Q3 		$1.19M Sell
30,457
-401
-1% -$18.1K 0.13% 126
2025
Q2 		$1.73M Buy
30,858
+4,355
+16% +$222K 0.19% 109
2025
Q1 		$1.33M Buy
+26,503
New +$1.44M 0.18% 115

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Caliber Wealth Management (Kansas)'s CMG Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) increased its Chipotle Mexican Grill (CMG) stake by 40% in Q1 2026, buying an estimated $513K and bringing the position to 48,545 shares worth $1.55M. The position accounts for 0.17% of the portfolio, ranked #105.

Caliber Wealth Management (Kansas) first reported a position in CMG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.73M in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 48,545 shares of Chipotle Mexican Grill worth $1.55M as of Q1 2026.
  • Caliber Wealth Management (Kansas) bought 13,869 Chipotle Mexican Grill shares in Q1 2026, an estimated $513K.
  • Chipotle Mexican Grill made up 0.17% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #105 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Chipotle Mexican Grill in Q1 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s Chipotle Mexican Grill position peaked at $1.73M in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.