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Crestwood Advisors Group’s Chipotle Mexican Grill CMG Stock Holding History

Crestwood Advisors 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 		$276K Sell
8,112
-1,525
-16% -$49.8K ﹤0.01% 710
2026
Q1 		$308K Buy
9,637
+586
+6% +$21.7K 0.01% 565
2025
Q4 		$335K Buy
9,051
+1,795
+25% +$64.9K 0.01% 490
2025
Q3 		$284K Sell
7,256
-596
-8% -$26.8K ﹤0.01% 476
2025
Q2 		$441K Buy
7,852
+2,246
+40% +$114K 0.01% 370
2025
Q1 		$281K Buy
5,606
+115
+2% +$6.25K 0.01% 438
2024
Q4 		$331K Buy
5,491
+1,121
+26% +$67.6K 0.01% 370
2024
Q3 		$252K Sell
4,370
-119
-3% -$6.59K ﹤0.01% 395
2024
Q2 		$281K Buy
4,489
+339
+8% +$21.1K 0.01% 364
2024
Q1 		$241K Buy
+4,150
New +$212K 0.01% 385

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

Crestwood Advisors Group's CMG Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Chipotle Mexican Grill (CMG) stake by 16% in Q2 2026, selling an estimated $49.8K and leaving 8,112 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Crestwood Advisors Group first reported a position in CMG in Q1 2024 and has held it in 10 quarters since. The position peaked at $441K in Q2 2025. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Crestwood Advisors Group held 8,112 shares of Chipotle Mexican Grill worth $276K as of Q2 2026.
  • Crestwood Advisors Group sold 1,525 Chipotle Mexican Grill shares in Q2 2026, an estimated $49.8K.
  • Chipotle Mexican Grill made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #710 holding.
  • Crestwood Advisors Group first reported a position in Chipotle Mexican Grill in Q1 2024 and has held it in 10 quarters since.
  • Crestwood Advisors Group's Chipotle Mexican Grill position peaked at $441K in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.