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

Daymark 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
2026 Q1	$207K	Sell	6,463 -548	-8%	-$20.3K	0.01%	703
2025 Q4	$259K	Buy	+7,011	New	+$254K	0.01%	524
2025 Q3	–	Sell	-4,140	Closed	-$232K	–	607
2025 Q2	$232K	Buy	4,140 +140	+4%	+$7.12K	0.01%	511
2025 Q1	$201K	Sell	4,000 -259	-6%	-$14.1K	0.01%	492
2024 Q4	$257K	Buy	4,259 +259	+6%	+$15.6K	0.01%	432
2024 Q3	$230K	Hold	4,000	–	–	0.01%	480
2024 Q2	$251K	Buy	+4,000	New	+$249K	0.01%	436

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

Daymark Wealth Partners's CMG Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Chipotle Mexican Grill (CMG) stake by 7.8% in Q1 2026, selling an estimated $20.3K and leaving 6,463 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #703.

Daymark Wealth Partners first reported a position in CMG in Q2 2024 and has held it in 7 quarters since. The position peaked at $259K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Daymark Wealth Partners held 6,463 shares of Chipotle Mexican Grill worth $207K as of Q1 2026.
Daymark Wealth Partners sold 548 Chipotle Mexican Grill shares in Q1 2026, an estimated $20.3K.
Chipotle Mexican Grill made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #703 holding.
Daymark Wealth Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 7 quarters since.
Daymark Wealth Partners's Chipotle Mexican Grill position peaked at $259K in Q4 2025.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.