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Empirical Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Empirical 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
2025
Q3 		– Sell
-6,824
Closed -$383K – 808
2025
Q2 		$383K Sell
6,824
-68
-1% -$3.46K 0.01% 471
2025
Q1 		$346K Buy
6,892
+922
+15% +$50.1K 0.01% 480
2024
Q4 		$360K Sell
5,970
-600
-9% -$36.2K 0.01% 465
2024
Q3 		$379K Sell
6,570
-1,680
-20% -$93K 0.01% 425
2024
Q2 		$517K Buy
8,250
+3,750
+83% +$233K 0.02% 351
2024
Q1 		$262K Buy
+4,500
New +$230K 0.01% 465

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Empirical Wealth Management's CMG Position: Q3 2025 in Review

Empirical Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 6,824 shares — an estimated $383K sold.

Empirical Wealth Management first reported a position in CMG in Q1 2024 and held it in 6 quarters. The position peaked at $517K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

  • Empirical Wealth Management reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 6,824 Chipotle Mexican Grill shares in Q3 2025, an estimated $383K.
  • Empirical Wealth Management first reported a position in Chipotle Mexican Grill in Q1 2024 and held it in 6 quarters.
  • Empirical Wealth Management's Chipotle Mexican Grill position peaked at $517K in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.