Creative Planning’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Sell |
420,721
-27,387
| -6% | -$1.01M | 0.01% | 571 |
|
|
2025
Q4 | $16.6M | Buy |
448,108
+110,282
| +33% | +$3.99M | 0.01% | 437 |
|
|
2025
Q3 | $13.2M | Sell |
337,826
-24,658
| -7% | -$1.11M | 0.01% | 480 |
|
|
2025
Q2 | $20.4M | Sell |
362,484
-45,894
| -11% | -$2.33M | 0.02% | 336 |
|
|
2025
Q1 | $20.5M | Buy |
408,378
+3,017
| +0.7% | +$164K | 0.02% | 318 |
|
|
2024
Q4 | $24.4M | Sell |
405,361
-38,993
| -9% | -$2.35M | 0.02% | 258 |
|
|
2024
Q3 | $25.6M | Buy |
444,354
+201,397
| +83% | +$11.1M | 0.03% | 234 |
|
|
2024
Q2 | $15.2M | Buy |
242,957
+25,957
| +12% | +$1.61M | 0.02% | 313 |
|
|
2024
Q1 | $12.6M | Buy |
217,000
+34,100
| +19% | +$1.74M | 0.01% | 357 |
|
|
2023
Q4 | $8.36M | Buy |
182,900
+5,350
| +3% | +$223K | 0.02% | 422 |
|
|
2023
Q3 | $6.5M | Buy |
177,550
+16,900
| +11% | +$659K | 0.01% | 456 |
|
|
2023
Q2 | $6.87M | Buy |
160,650
+9,600
| +6% | +$380K | 0.01% | 434 |
|
|
2023
Q1 | $5.16M | Sell |
151,050
-7,000
| -4% | -$220K | 0.01% | 503 |
|
|
2022
Q4 | $4.39M | Buy |
158,050
+1,000
| +0.6% | +$29.9K | 0.01% | 521 |
|
|
2022
Q3 | $4.72M | Buy |
157,050
+8,750
| +6% | +$271K | 0.01% | 454 |
|
|
2022
Q2 | $3.88M | Sell |
148,300
-103,250
| -41% | -$2.88M | 0.01% | 527 |
|
|
2022
Q1 | $7.96M | Buy |
251,550
+33,400
| +15% | +$1.01M | 0.01% | 357 |
|
|
2021
Q4 | $7.63M | Buy |
218,150
+4,000
| +2% | +$141K | 0.01% | 333 |
|
|
2021
Q3 | $7.78M | Buy |
214,150
+19,750
| +10% | +$719K | 0.01% | 312 |
|
|
2021
Q2 | $6.03M | Sell |
194,400
-51,000
| -21% | -$1.46M | 0.01% | 360 |
|
|
2021
Q1 | $6.97M | Sell |
245,400
-13,750
| -5% | -$398K | 0.01% | 339 |
|
|
2020
Q4 | $7.19M | Sell |
259,150
-1,200
| -0.5% | -$31.5K | 0.02% | 312 |
|
|
2020
Q3 | $6.48M | Buy |
260,350
+28,550
| +12% | +$688K | 0.02% | 279 |
|
|
2020
Q2 | $4.88M | Buy |
231,800
+400
| +0.2% | +$7.41K | 0.01% | 292 |
|
|
2020
Q1 | $3.03M | Sell |
231,400
-51,750
| -18% | -$818K | 0.01% | 327 |
|
|
2019
Q4 | $4.74M | Buy |
283,150
+45,200
| +19% | +$725K | 0.01% | 305 |
|
|
2019
Q3 | $4M | Sell |
237,950
-151,700
| -39% | -$2.42M | 0.01% | 328 |
|
|
2019
Q2 | $5.71M | Buy |
389,650
+129,500
| +50% | +$1.83M | 0.02% | 265 |
|
|
2019
Q1 | $3.7M | Sell |
260,150
-195,550
| -43% | -$2.27M | 0.01% | 327 |
|
|
2018
Q4 | $3.94M | Sell |
455,700
-100,650
| -18% | -$910K | 0.02% | 289 |
|
|
2018
Q3 | $5.06M | Sell |
556,350
-232,700
| -29% | -$2.21M | 0.02% | 269 |
|
|
2018
Q2 | $6.81M | Sell |
789,050
-317,950
| -29% | -$2.6M | 0.03% | 204 |
|
|
2018
Q1 | $7.15M | Buy |
1,107,000
+164,400
| +17% | +$1.04M | 0.03% | 184 |
|
|
2017
Q4 | $5.45M | Sell |
942,600
-202,250
| -18% | -$1.21M | 0.02% | 225 |
|
|
2017
Q3 | $7.05M | Buy |
1,144,850
+552,100
| +93% | +$3.72M | 0.03% | 181 |
|
|
2017
Q2 | $4.93M | Buy |
592,750
+233,700
| +65% | +$2.17M | 0.03% | 218 |
|
|
2017
Q1 | $3.2M | Buy |
359,050
+20,550
| +6% | +$170K | 0.02% | 299 |
|
|
2016
Q4 | $2.55M | Sell |
338,500
-58,050
| -15% | -$458K | 0.02% | 335 |
|
|
2016
Q3 | $3.36M | Buy |
396,550
+41,650
| +12% | +$342K | 0.02% | 268 |
|
|
2016
Q2 | $2.86M | Buy |
354,900
+62,500
| +21% | +$543K | 0.02% | 260 |
|
|
2016
Q1 | $2.75M | Buy |
292,400
+152,950
| +110% | +$1.46M | 0.02% | 255 |
|
|
2015
Q4 | $1.34M | Buy |
139,450
+33,750
| +32% | +$413K | 0.01% | 419 |
|
|
2015
Q3 | $1.52M | Buy |
+105,700
| New | +$1.5M | 0.01% | 359 |
|
|
2015
Q2 | – | Sell |
-81,250
| Closed | -$1.06M | – | 1438 |
|
|
2015
Q1 | $1.06M | Buy |
81,250
+12,050
| +17% | +$164K | 0.01% | 439 |
|
|
2014
Q4 | $947K | Buy |
69,200
+15,100
| +28% | +$198K | 0.01% | 466 |
|
|
2014
Q3 | $721K | Buy |
54,100
+17,400
| +47% | +$228K | 0.01% | 528 |
|
|
2014
Q2 | $435K | Buy |
36,700
+450
| +1% | +$4.87K | 0.01% | 694 |
|
|
2014
Q1 | $412K | Sell |
36,250
-1,300
| -3% | -$14.3K | 0.01% | 701 |
|
|
2013
Q4 | $400K | Buy |
37,550
+21,350
| +132% | +$217K | 0.01% | 587 |
|
|
2013
Q3 | $139K | Sell |
16,200
-3,650
| -18% | -$29.5K | ﹤0.01% | 926 |
|
|
2013
Q2 | $145K | Buy |
+19,850
| New | +$142K | ﹤0.01% | 792 |
|
Other funds holding CMG
VCM
VPM
Creative Planning's CMG Position: Q1 2026 in Review
Creative Planning reduced its Chipotle Mexican Grill (CMG) stake by 6.1% in Q1 2026, selling an estimated $1.01M and leaving 420,721 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #571.
Creative Planning first reported a position in CMG in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.6M in Q3 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.
- Creative Planning held 420,721 shares of Chipotle Mexican Grill worth $13.5M as of Q1 2026.
- Creative Planning sold 27,387 Chipotle Mexican Grill shares in Q1 2026, an estimated $1.01M.
- Chipotle Mexican Grill made up 0.01% of Creative Planning's portfolio in Q1 2026, its #571 holding.
- Creative Planning first reported a position in Chipotle Mexican Grill in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Chipotle Mexican Grill position peaked at $25.6M in Q3 2024.
- 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.