Diversify Advisory Services’s Chipotle Mexican Grill CMG Stock Holding History

Diversify Advisory Services’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	–	Sell	-29,046	Closed	-$1.16M	–	329
2025 Q4	$1.16M	Buy	29,046 +10,153	+54%	+$367K	0.04%	358
2025 Q3	$595K	Buy	18,893 +6,082	+47%	+$274K	0.02%	507
2025 Q2	$549K	Sell	12,811 -4,689	-27%	-$239K	0.02%	507
2025 Q1	$886K	Sell	17,500 -12,536	-42%	-$682K	0.06%	239
2024 Q4	$1.7M	Buy	30,036 +3,800	+14%	+$229K	0.09%	152
2024 Q3	$1.57M	Buy	26,236 +11,232	+75%	+$622K	0.08%	192
2024 Q2	$862K	Buy	+15,004	New	+$932K	0.05%	275

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

Diversify Advisory Services's CMG Position: Q1 2026 in Review

Diversify Advisory Services sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 29,046 shares — an estimated $1.16M sold.

Diversify Advisory Services first reported a position in CMG in Q2 2024 and held it in 7 quarters. The position peaked at $1.7M in Q4 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Diversify Advisory Services reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 29,046 Chipotle Mexican Grill shares in Q1 2026, an estimated $1.16M.
Diversify Advisory Services first reported a position in Chipotle Mexican Grill in Q2 2024 and held it in 7 quarters.
Diversify Advisory Services's Chipotle Mexican Grill position peaked at $1.7M in Q4 2024.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.