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Curio Wealth’s Chipotle Mexican Grill CMG Stock Holding History

Curio Wealth’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
Q1 		$960 Buy
30
+26
+650% +$961 ﹤0.01% 387
2025
Q4 		$152 Buy
+4
New +$145 ﹤0.01% 433
2025
Q3 		– Sell
-2
Closed -$112 – 298
2025
Q2 		$112 Buy
2
+1
+100% +$51 ﹤0.01% 343
2025
Q1 		$51.3K Sell
1
-849
-100% -$46.2K 0.03% 126
2024
Q4 		$51.3K Buy
+850
New +$51.2K 0.03% 122

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return