Catalyst Financial Partners
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Catalyst Financial Partners’s Chipotle Mexican Grill CMG Stock Holding History

Catalyst Financial Partners’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 		$263K Buy
8,233
+430
+6% +$14.9K 0.02% 358
2026
Q2 		$265K Buy
7,803
+256
+3% +$8.36K 0.03% 345
2026
Q1 		$242K Buy
7,547
+784
+12% +$29K 0.03% 330
2025
Q4 		$250K Buy
6,763
+298
+5% +$10.8K 0.03% 273
2025
Q3 		$253K Sell
6,465
-806
-11% -$36.3K 0.03% 264
2025
Q2 		$408K Buy
7,271
+470
+7% +$23.9K 0.04% 190
2025
Q1 		$341K Buy
6,801
+46
+0.7% +$2.5K 0.06% 195
2024
Q4 		$407K Buy
6,755
+229
+4% +$13.8K 0.08% 164
2024
Q3 		$376K Buy
6,526
+745
+13% +$41.2K 0.07% 167
2024
Q2 		$362K Buy
5,781
+131
+2% +$8.14K 0.08% 161
2024
Q1 		$328K Sell
5,650
-50
-0.9% -$2.56K 0.08% 157
2023
Q4 		$261K Buy
5,700
+150
+3% +$6.24K 0.07% 182
2023
Q3 		$203K Buy
5,550
+300
+6% +$11.7K 0.07% 202
2023
Q2 		$225K Buy
+5,250
New +$208K 0.08% 173

Other funds holding CMG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Catalyst Financial Partners's CMG Position: Q3 2026 in Review

Catalyst Financial Partners increased its Chipotle Mexican Grill (CMG) stake by 5.5% in Q3 2026, buying an estimated $14.9K and bringing the position to 8,233 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #358.

Catalyst Financial Partners first reported a position in CMG in Q2 2023 and has held it in 14 quarters since. The position peaked at $408K in Q2 2025. 614 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Catalyst Financial Partners held 8,233 shares of Chipotle Mexican Grill worth $263K as of Q3 2026.
  • Catalyst Financial Partners bought 430 Chipotle Mexican Grill shares in Q3 2026, an estimated $14.9K.
  • Chipotle Mexican Grill made up 0.02% of Catalyst Financial Partners's portfolio in Q3 2026, its #358 holding.
  • Catalyst Financial Partners first reported a position in Chipotle Mexican Grill in Q2 2023 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Chipotle Mexican Grill position peaked at $408K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.