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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$11.5K 1145
2024
Q3
$11.5K Buy
+200
New +$11.1K ﹤0.01% 1070

Other funds holding CMG

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.