CPG
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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
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 		$18.1K Buy
+600
New +$17.9K 0.01% 462

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's CMG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Chipotle Mexican Grill (CMG) stake by 9.7% in Q2 2026, selling an estimated $6.34K and leaving 1,800 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #372.

Cornerstone Planning Group first reported a position in CMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $93.1K in Q1 2025. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Cornerstone Planning Group held 1,800 shares of Chipotle Mexican Grill worth $58K as of Q2 2026.
  • Cornerstone Planning Group sold 194 Chipotle Mexican Grill shares in Q2 2026, an estimated $6.34K.
  • Chipotle Mexican Grill made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #372 holding.
  • Cornerstone Planning Group first reported a position in Chipotle Mexican Grill in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Chipotle Mexican Grill position peaked at $93.1K in Q1 2025.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.