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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
2024
Q4 		– Sell
-200
Closed -$11.5K – 1145
2024
Q3 		$11.5K Buy
+200
New +$11.1K ﹤0.01% 1070

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's CMG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Chipotle Mexican Grill (CMG) stake by 3.4% in Q2 2026, selling an estimated $68.9K and leaving 59,880 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #716.

Concurrent Investment Advisors first reported a position in CMG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.87M in Q2 2025. 1,196 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Concurrent Investment Advisors held 59,880 shares of Chipotle Mexican Grill worth $2.04M as of Q2 2026.
  • Concurrent Investment Advisors sold 2,109 Chipotle Mexican Grill shares in Q2 2026, an estimated $68.9K.
  • Chipotle Mexican Grill made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #716 holding.
  • Concurrent Investment Advisors first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Chipotle Mexican Grill position peaked at $2.87M in Q2 2025.
  • 1,196 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.