Cerity Partners
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Cerity Partners’s Chipotle Mexican Grill CMG Stock Holding History

Cerity 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
Q2 		$12.8M Sell
376,917
-213,617
-36% -$6.98M 0.02% 643
2026
Q1 		$18.9M Sell
590,534
-77,314
-12% -$2.86M 0.03% 462
2025
Q4 		$24.7M Buy
667,848
+32,881
+5% +$1.19M 0.04% 371
2025
Q3 		$24.9M Sell
634,967
-44,612
-7% -$2.01M 0.04% 340
2025
Q2 		$38.2M Buy
679,579
+28,805
+4% +$1.47M 0.07% 238
2025
Q1 		$32.7M Buy
650,774
+53,120
+9% +$2.89M 0.07% 249
2024
Q4 		$35.8M Buy
597,654
+25,916
+5% +$1.56M 0.08% 212
2024
Q3 		$32.9M Buy
571,738
+85,407
+18% +$4.73M 0.07% 228
2024
Q2 		$30.5M Sell
486,331
-6,219
-1% -$386K 0.08% 211
2024
Q1 		$28.6M Buy
492,550
+104,150
+27% +$5.33M 0.08% 233
2023
Q4 		$17.8M Buy
388,400
+98,300
+34% +$4.09M 0.06% 268
2023
Q3 		$10.6M Buy
290,100
+123,550
+74% +$4.82M 0.05% 286
2023
Q2 		$7.12M Buy
166,550
+21,050
+14% +$833K 0.03% 418
2023
Q1 		$13.3M Buy
145,500
+6,900
+5% +$217K 0.03% 313
2022
Q4 		$3.85M Buy
138,600
+103,800
+298% +$3.1M 0.02% 405
2022
Q3 		$1.05M Sell
34,800
-19,300
-36% -$598K 0.01% 506
2022
Q2 		$1.41M Buy
54,100
+1,650
+3% +$46K 0.02% 483
2022
Q1 		$1.36M Buy
52,450
+11,550
+28% +$348K 0.02% 391
2021
Q4 		$1.43M Buy
40,900
+4,700
+13% +$166K 0.02% 376
2021
Q3 		$1.32M Buy
36,200
+1,200
+3% +$43.7K 0.03% 322
2021
Q2 		$1.08M Buy
35,000
+500
+1% +$14.3K 0.02% 355
2021
Q1 		$980K Buy
34,500
+250
+0.7% +$7.23K 0.02% 350
2020
Q4 		$951K Buy
34,250
+11,800
+53% +$310K 0.03% 312
2020
Q3 		$557K Buy
+22,450
New +$541K 0.02% 309

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cerity Partners's CMG Position: Q2 2026 in Review

Cerity Partners reduced its Chipotle Mexican Grill (CMG) stake by 36% in Q2 2026, selling an estimated $6.98M and leaving 376,917 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #643.

Cerity Partners first reported a position in CMG in Q3 2020 and has held it in 24 quarters since. The position peaked at $38.2M in Q2 2025. 1,099 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Cerity Partners held 376,917 shares of Chipotle Mexican Grill worth $12.8M as of Q2 2026.
  • Cerity Partners sold 213,617 Chipotle Mexican Grill shares in Q2 2026, an estimated $6.98M.
  • Chipotle Mexican Grill made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #643 holding.
  • Cerity Partners first reported a position in Chipotle Mexican Grill in Q3 2020 and has held it in 24 quarters since.
  • Cerity Partners's Chipotle Mexican Grill position peaked at $38.2M in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.