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Concord Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

Concord Wealth 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 		$3.4K Buy
+100
New +$3.27K ﹤0.01% 702
2026
Q1 		– Sell
-100
Closed -$3.7K – 303
2025
Q4 		$3.7K Hold
100
– – ﹤0.01% 652
2025
Q3 		$3.92K Hold
100
– – ﹤0.01% 655
2025
Q2 		$5.62K Hold
100
– – ﹤0.01% 614
2025
Q1 		$5.02K Hold
100
– – ﹤0.01% 583
2024
Q4 		$6.03K Hold
100
– – ﹤0.01% 581
2024
Q3 		$5.76K Sell
100
-150
-60% -$8.3K ﹤0.01% 615
2024
Q2 		$15.7K Buy
+250
New +$15.5K ﹤0.01% 464

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Vanguard Portfolio Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Concord Wealth Partners's CMG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 100 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CMG as recently as Q4 2025.

Concord Wealth Partners first reported a position in CMG in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.7K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Concord Wealth Partners held 100 shares of Chipotle Mexican Grill worth $3.4K as of Q2 2026.
  • Chipotle Mexican Grill was a new Concord Wealth Partners position in Q2 2026.
  • Chipotle Mexican Grill made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #702 holding.
  • Concord Wealth Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 8 quarters since.
  • Concord Wealth Partners's Chipotle Mexican Grill position peaked at $15.7K in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.