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Congress Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Congress Wealth Management’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
Q2 		$22.6M Buy
402,544
+4,902
+1% +$249K 0.22% 113
2025
Q1 		$20M Buy
397,642
+91,441
+30% +$4.97M 0.24% 109
2024
Q4 		$18.5M Buy
306,201
+6,905
+2% +$416K 0.25% 112
2024
Q3 		$17.2M Buy
+299,296
New +$16.6M 0.23% 128

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Congress Wealth Management's CMG Position: Q2 2025 in Review

Congress Wealth Management increased its Chipotle Mexican Grill (CMG) stake by 1.2% in Q2 2025, buying an estimated $249K and bringing the position to 402,544 shares worth $22.6M. The position accounts for 0.22% of the portfolio, ranked #113.

Congress Wealth Management first reported a position in CMG in Q3 2024 and has held it in 4 quarters since. 1,545 funds tracked by Wall St. Rank hold CMG as of Q2 2025.

  • Congress Wealth Management held 402,544 shares of Chipotle Mexican Grill worth $22.6M as of Q2 2025.
  • Congress Wealth Management bought 4,902 Chipotle Mexican Grill shares in Q2 2025, an estimated $249K.
  • Chipotle Mexican Grill made up 0.22% of Congress Wealth Management's portfolio in Q2 2025, its #113 holding.
  • Congress Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2024 and has held it in 4 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.