Clarus Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Clarus Wealth Advisors’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
2025 Q1	–	Sell	-13,428	Closed	-$755K	–	94
2024 Q4	$755K	Buy	13,428 +2,032	+18%	+$122K	0.38%	65
2024 Q3	$646K	Buy	+11,396	New	+$631K	0.33%	67
2019 Q3	–	Sell	-500	Closed	-$7K	–	210
2019 Q2	$7K	Buy	+500	New	+$7.05K	0.01%	466
2018 Q3	–	Sell	-300	Closed	-$2K	–	714
2018 Q2	$2K	Buy	+300	New	+$2.45K	﹤0.01%	680

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Clarus Wealth Advisors's CMG Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 13,428 shares — an estimated $755K sold.

Clarus Wealth Advisors first reported a position in CMG in Q2 2018 and held it in 4 quarters. The position peaked at $755K in Q4 2024. 1,558 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

Clarus Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 13,428 Chipotle Mexican Grill shares in Q1 2025, an estimated $755K.
Clarus Wealth Advisors first reported a position in Chipotle Mexican Grill in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Chipotle Mexican Grill position peaked at $755K in Q4 2024.
1,558 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.