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

EPG 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
Q4 		– Sell
-31,876
Closed -$1.25M – 323
2025
Q3 		$1.25M Buy
31,876
+6,066
+24% +$273K 0.34% 84
2025
Q2 		$1.45M Buy
25,810
+306
+1% +$15.6K 0.44% 65
2025
Q1 		$1.28M Buy
25,504
+2,198
+9% +$120K 0.36% 80
2024
Q4 		$1.41M Sell
23,306
-406
-2% -$24.5K 0.37% 71
2024
Q3 		$1.37M Buy
+23,712
New +$1.31M 0.34% 79
2024
Q2 		– Sell
-26,400
Closed -$1.64M – 67
2024
Q1 		$1.53M Buy
26,400
+1,400
+6% +$71.6K 0.38% 69
2023
Q4 		$1.3M Buy
25,000
+2,450
+11% +$102K 0.34% 79
2023
Q3 		$826K Buy
22,550
+2,250
+11% +$87.7K 0.25% 100
2023
Q2 		$868K Buy
20,300
+1,750
+9% +$69.2K 0.26% 99
2023
Q1 		$633K Buy
18,550
+7,350
+66% +$231K 0.2% 119
2022
Q4 		$310K Hold
11,200
– – 0.12% 159
2022
Q3 		$336K Buy
11,200
+850
+8% +$26.3K 0.14% 145
2022
Q2 		$270K Sell
10,350
-950
-8% -$26.5K 0.12% 167
2022
Q1 		$358K Sell
11,300
-3,900
-26% -$117K 0.12% 151
2021
Q4 		$531K Buy
15,200
+5,450
+56% +$192K 0.19% 110
2021
Q3 		$354K Buy
9,750
+400
+4% +$14.6K 0.14% 141
2021
Q2 		$290K Sell
9,350
-150
-2% -$4.28K 0.12% 154
2021
Q1 		$270K Buy
9,500
+150
+2% +$4.34K 0.13% 149
2020
Q4 		$259K Buy
+9,350
New +$245K 0.16% 119
2020
Q2 		– Sell
-8,800
Closed -$115K – 241
2020
Q1 		$115K Buy
8,800
+5,200
+144% +$82.2K 0.08% 162
2019
Q4 		$60K Buy
+3,600
New +$57.8K 0.04% 209

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EPG Wealth Management's CMG Position: Q4 2025 in Review

EPG Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 31,876 shares — an estimated $1.25M sold.

EPG Wealth Management first reported a position in CMG in Q4 2019 and held it in 21 quarters. The position peaked at $1.53M in Q1 2024. 1,342 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

  • EPG Wealth Management reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
  • EPG Wealth Management sold 31,876 Chipotle Mexican Grill shares in Q4 2025, an estimated $1.25M.
  • EPG Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's Chipotle Mexican Grill position peaked at $1.53M in Q1 2024.
  • 1,342 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on EPG Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.