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Curated Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

Curated Wealth Partners’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
2024
Q2 		– Sell
-4,100
Closed -$238K – 164
2024
Q1 		$238K Buy
+4,100
New +$210K 0.04% 128

Other funds holding CMG

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Curated Wealth Partners's CMG Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 705,799 shares worth $774K. The stake represents 0.1% of the portfolio and ranks #182 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in CMG as recently as Q4 2023.

Curated Wealth Partners first reported a position in CMG in Q4 2023 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Curated Wealth Partners held 705,799 shares of Chipotle Mexican Grill worth $774K as of Q2 2026.
  • Chipotle Mexican Grill was a new Curated Wealth Partners position in Q2 2026.
  • Chipotle Mexican Grill made up 0.1% of Curated Wealth Partners's portfolio in Q2 2026, its #182 holding.
  • Curated Wealth Partners first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.