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 Q2	$5.78K	Buy	170 +67	+65%	+$2.19K	﹤0.01%	1677
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Creative Financial Designs's CMG Position: Q2 2026 in Review

Creative Financial Designs increased its Chipotle Mexican Grill (CMG) stake by 65% in Q2 2026, buying an estimated $2.19K and bringing the position to 170 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Creative Financial Designs first reported a position in CMG in Q4 2016 and has held it in 29 quarters since. The position peaked at $141K in Q4 2016. 1,196 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Creative Financial Designs held 170 shares of Chipotle Mexican Grill worth $5.78K as of Q2 2026.
Creative Financial Designs bought 67 Chipotle Mexican Grill shares in Q2 2026, an estimated $2.19K.
Chipotle Mexican Grill made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1677 holding.
Creative Financial Designs first reported a position in Chipotle Mexican Grill in Q4 2016 and has held it in 29 quarters since.
Creative Financial Designs's Chipotle Mexican Grill position peaked at $141K in Q4 2016.
1,196 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.