Creative Planning’s Chipotle Mexican Grill CMG Stock Holding History

Creative Planning’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
2023 Q4	–	Sell	-5,000	Closed	-$6.97K	–	2815
2023 Q3	$6.97K	Buy	+5,000	New	+$195K	﹤0.01%	2685
2021 Q2	–	Sell	-425,000	Closed	-$906K	–	2171
2021 Q1	$906K	Sell	425,000 -50,000	-11%	-$1.45M	﹤0.01%	1078
2020 Q4	$1.07M	Buy	475,000 +50,000	+12%	+$1.31M	﹤0.01%	916
2020 Q3	$953K	Buy	+425,000	New	+$10.2M	﹤0.01%	825
2019 Q4	–	Sell	-50,000	Closed	-$2K	–	2020
2019 Q3	$2K	Buy	+50,000	New	+$797K	﹤0.01%	1948
2018 Q2	–	Sell	-15,000	Closed	-$6K	–	2074
2018 Q1	$6K	Buy	+15,000	New	+$94.5K	﹤0.01%	1954
2017 Q1	–	Sell	-85,000	Closed	-$37K	–	4673
2016 Q4	$37K	Sell	85,000 -75,000	-47%	-$592K	﹤0.01%	2627
2016 Q3	$80K	Buy	160,000 +135,000	+540%	+$1.11M	﹤0.01%	1991
2016 Q2	$4K	Buy	+25,000	New	+$217K	﹤0.01%	3735
2016 Q1	–	Sell	-120,000	Closed	-$11K	–	4347
2015 Q4	$11K	Buy	120,000 +95,000	+380%	+$1.16M	﹤0.01%	3234
2015 Q3	$20K	Buy	+25,000	New	+$355K	﹤0.01%	2712

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 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.