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 Q2	–	Sell	-30	Closed	-$960	–	282
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Curio Wealth's CMG Position: Q2 2026 in Review

Curio Wealth sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 30 shares — an estimated $960 sold.

Curio Wealth first reported a position in CMG in Q4 2024 and held it in 5 quarters. The position peaked at $51.3K in Q1 2025. 1,196 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Curio Wealth reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 30 Chipotle Mexican Grill shares in Q2 2026, an estimated $960.
Curio Wealth first reported a position in Chipotle Mexican Grill in Q4 2024 and held it in 5 quarters.
Curio Wealth's Chipotle Mexican Grill position peaked at $51.3K in Q1 2025.
1,196 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.