Center for Financial Planning’s Chipotle Mexican Grill CMG Stock Holding History

Center for Financial Planning’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 Q2	$243K	Hold	7,142	–	–	0.02%	161
2026 Q1	$229K	Sell	7,142 -23	-0.3%	-$850	0.02%	160
2025 Q4	$265K	Sell	7,165 -872	-11%	-$31.5K	0.03%	148
2025 Q3	$315K	Hold	8,037	–	–	0.03%	139
2025 Q2	$451K	Hold	8,037	–	–	0.05%	108
2025 Q1	$404K	Buy	8,037 +1,710	+27%	+$93K	0.05%	108
2024 Q4	$382K	Buy	6,327 +1,149	+22%	+$69.2K	0.05%	108
2024 Q3	$298K	Buy	5,178 +4,928	+1,971%	+$273K	0.04%	125
2024 Q2	$15.7K	Buy	+250	New	+$15.5K	﹤0.01%	340

Other funds holding CMG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Center for Financial Planning's CMG Position: Q2 2026 in Review

Center for Financial Planning held its Chipotle Mexican Grill (CMG) position steady in Q2 2026 at 7,142 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #161.

Center for Financial Planning first reported a position in CMG in Q2 2024 and has held it in 9 quarters since. The position peaked at $451K in Q2 2025. 208 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Center for Financial Planning held 7,142 shares of Chipotle Mexican Grill worth $243K as of Q2 2026.
Center for Financial Planning left its Chipotle Mexican Grill share count unchanged in Q2 2026.
Chipotle Mexican Grill made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #161 holding.
Center for Financial Planning first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 9 quarters since.
Center for Financial Planning's Chipotle Mexican Grill position peaked at $451K in Q2 2025.
208 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.