Concurrent Investment Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Concurrent Investment 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
2026 Q1	$1.98M	Buy	61,989 +3,889	+7%	+$144K	0.02%	621
2025 Q4	$2.15M	Buy	58,100 +15,619	+37%	+$565K	0.02%	547
2025 Q3	$1.66M	Sell	42,481 -8,616	-17%	-$388K	0.03%	510
2025 Q2	$2.87M	Buy	51,097 +14,939	+41%	+$760K	0.06%	338
2025 Q1	$1.82M	Buy	36,158 +6,340	+21%	+$345K	0.04%	384
2024 Q4	$1.8M	Sell	29,818 -4,006	-12%	-$241K	0.05%	350
2024 Q3	$1.95M	Buy	33,824 +1,217	+4%	+$67.4K	0.06%	318
2024 Q2	$2.04M	Buy	32,607 +2,307	+8%	+$143K	0.07%	273
2024 Q1	$1.76M	Buy	30,300 +2,650	+10%	+$136K	0.07%	265
2023 Q4	$1.26M	Buy	+27,650	New	+$1.15M	0.06%	294

Other funds holding CMG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Concurrent Investment Advisors's CMG Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Chipotle Mexican Grill (CMG) stake by 6.7% in Q1 2026, buying an estimated $144K and bringing the position to 61,989 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #621.

Concurrent Investment Advisors first reported a position in CMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.87M in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Concurrent Investment Advisors held 61,989 shares of Chipotle Mexican Grill worth $1.98M as of Q1 2026.
Concurrent Investment Advisors bought 3,889 Chipotle Mexican Grill shares in Q1 2026, an estimated $144K.
Chipotle Mexican Grill made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #621 holding.
Concurrent Investment Advisors first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Chipotle Mexican Grill position peaked at $2.87M in Q2 2025.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.