Elk River Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Elk River Wealth Management’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	$4.04M	Sell	63,771 -141,674	-69%	-$5.24M	0.67%	40
2025 Q4	$757K	Buy	205,445 +134,605	+190%	+$4.87M	0.12%	62
2025 Q3	$2.78M	Buy	70,840 +1,756	+3%	+$79.1K	0.45%	46
2025 Q2	$3.88M	Sell	69,084 -51	-0.1%	-$2.6K	0.67%	40
2025 Q1	$3.47M	Buy	69,135 +65,685	+1,904%	+$3.57M	0.65%	42
2024 Q4	$208K	Buy	+3,450	New	+$208K	0.04%	96
2024 Q3	–	Sell	-3,450	Closed	-$216K	–	98
2024 Q2	$216K	Hold	3,450	–	–	0.04%	87
2024 Q1	$201K	Buy	+3,450	New	+$176K	0.04%	96

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

Elk River Wealth Management's CMG Position: Q1 2026 in Review

Elk River Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 69% in Q1 2026, selling an estimated $5.24M and leaving 63,771 shares worth $4.04M. The position accounts for 0.67% of the portfolio, ranked #40.

Elk River Wealth Management first reported a position in CMG in Q1 2024 and has held it in 8 quarters since. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Elk River Wealth Management held 63,771 shares of Chipotle Mexican Grill worth $4.04M as of Q1 2026.
Elk River Wealth Management sold 141,674 Chipotle Mexican Grill shares in Q1 2026, an estimated $5.24M.
Chipotle Mexican Grill made up 0.67% of Elk River Wealth Management's portfolio in Q1 2026, its #40 holding.
Elk River Wealth Management first reported a position in Chipotle Mexican Grill in Q1 2024 and has held it in 8 quarters since.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.