Creative Financial Designs’s Chipotle Mexican Grill CMG Stock Holding History

Creative Financial Designs’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 Q1	$3.3K	Sell	103 -25	-20%	-$924	﹤0.01%	1690
2025 Q4	$4.74K	Sell	128 -137	-52%	-$4.96K	﹤0.01%	1530
2025 Q3	$10.4K	Sell	265 -28	-10%	-$1.26K	﹤0.01%	1357
2025 Q2	$16.5K	Buy	293 +105	+56%	+$5.34K	﹤0.01%	1198
2025 Q1	$9.44K	Sell	188 -350	-65%	-$19K	﹤0.01%	1316
2024 Q4	$32.4K	Sell	538 -200	-27%	-$12.1K	﹤0.01%	925
2024 Q3	$42.5K	Buy	738 +158	+27%	+$8.75K	﹤0.01%	823
2024 Q2	$36.3K	Buy	580 +230	+66%	+$14.3K	﹤0.01%	843
2024 Q1	$20.3K	Hold	350	–	–	﹤0.01%	963
2023 Q4	$16K	Hold	350	–	–	﹤0.01%	973
2023 Q3	$12.8K	Hold	350	–	–	﹤0.01%	961
2023 Q2	$15K	Hold	350	–	–	﹤0.01%	914
2023 Q1	$12K	Buy	350 +200	+133%	+$6.28K	﹤0.01%	916
2022 Q4	$4.16K	Hold	150	–	–	﹤0.01%	1071
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	1024
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	1033
2022 Q1	$5K	Hold	150	–	–	﹤0.01%	1028
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	1008
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	1145
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	1160
2021 Q1	$4K	Hold	150	–	–	﹤0.01%	1091
2020 Q4	$4K	Hold	150	–	–	﹤0.01%	1017
2020 Q3	$4K	Hold	150	–	–	﹤0.01%	961
2020 Q2	$3K	Buy	+150	New	+$2.78K	﹤0.01%	948
2017 Q4	–	Sell	-650	Closed	-$3.88K	–	708
2017 Q3	$4K	Hold	650	–	–	﹤0.01%	531
2017 Q2	$6K	Sell	650 -100	-13%	-$928	﹤0.01%	484
2017 Q1	$7K	Sell	750 -18,000	-96%	-$149K	0.01%	439
2016 Q4	$141K	Buy	+18,750	New	+$148K	0.12%	143

Other funds holding CMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Financial Designs's CMG Position: Q1 2026 in Review

Creative Financial Designs reduced its Chipotle Mexican Grill (CMG) stake by 20% in Q1 2026, selling an estimated $924 and leaving 103 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Creative Financial Designs first reported a position in CMG in Q4 2016 and has held it in 28 quarters since. The position peaked at $141K in Q4 2016. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Creative Financial Designs held 103 shares of Chipotle Mexican Grill worth $3.3K as of Q1 2026.
Creative Financial Designs sold 25 Chipotle Mexican Grill shares in Q1 2026, an estimated $924.
Chipotle Mexican Grill made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1690 holding.
Creative Financial Designs first reported a position in Chipotle Mexican Grill in Q4 2016 and has held it in 28 quarters since.
Creative Financial Designs's Chipotle Mexican Grill position peaked at $141K in Q4 2016.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.