Cornerstone Planning Group
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Cornerstone Planning Group’s Chipotle Mexican Grill CMG Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-1,800
Closed -$58K – 451
2026
Q2 		$58K Sell
1,800
-194
-10% -$6.34K 0.01% 372
2026
Q1 		$64.4K Buy
1,994
+19
+1% +$703 0.01% 340
2025
Q4 		$77.3K Buy
1,975
+109
+6% +$3.94K 0.01% 252
2025
Q3 		$60.7K Buy
1,866
+109
+6% +$4.91K 0.01% 294
2025
Q2 		$74.9K Sell
1,757
-152
-8% -$7.73K 0.02% 183
2025
Q1 		$93.1K Buy
1,909
+1,267
+197% +$68.9K 0.02% 149
2024
Q4 		$37.4K Buy
642
+89
+16% +$5.36K 0.01% 221
2024
Q3 		$33.5K Buy
553
+35
+7% +$1.94K 0.01% 233
2024
Q2 		$27K Sell
518
-32
-6% -$1.99K 0.01% 277
2024
Q1 		$34.7K Sell
550
-250
-31% -$12.8K 0.01% 216
2023
Q4 		$36.6K Sell
800
-150
-16% -$6.24K 0.01% 225
2023
Q3 		$34.8K Buy
950
+50
+6% +$1.95K 0.01% 229
2023
Q2 		$38.5K Buy
+900
New +$35.6K 0.02% 290
2022
Q4 		$18K Buy
+600
New +$17.9K 0.01% 462

Other funds holding CMG

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's CMG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Chipotle Mexican Grill (CMG) in Q3 2026, closing a stake of 1,800 shares — an estimated $58K sold.

Cornerstone Planning Group first reported a position in CMG in Q4 2022 and held it in 14 quarters. The position peaked at $93.1K in Q1 2025. 279 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Chipotle Mexican Grill position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,800 Chipotle Mexican Grill shares in Q3 2026, an estimated $58K.
  • Cornerstone Planning Group first reported a position in Chipotle Mexican Grill in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Chipotle Mexican Grill position peaked at $93.1K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.