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Essential Partners’s Chipotle Mexican Grill CMG Stock Holding History

Essential 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
Q3 		$122K Buy
3,826
+1
+0% +$35 0.06% 374
2026
Q2 		$130K Sell
3,825
-4,804
-56% -$157K 0.06% 348
2026
Q1 		$276K Sell
8,629
-2,886
-25% -$107K 0.09% 233
2025
Q4 		$426K Buy
11,515
+9,407
+446% +$340K 0.13% 209
2025
Q3 		$82.6K Sell
2,108
-13,644
-87% -$614K 0.03% 476
2025
Q2 		$884K Buy
+15,752
New +$801K 0.35% 82

Other funds holding CMG

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Essential Partners's CMG Position: Q3 2026 in Review

Essential Partners increased its Chipotle Mexican Grill (CMG) stake by 0.03% in Q3 2026, buying an estimated $35 and bringing the position to 3,826 shares worth $122K. The position accounts for 0.06% of the portfolio, ranked #374.

Essential Partners first reported a position in CMG in Q2 2025 and has held it in 6 quarters since. The position peaked at $884K in Q2 2025. 100 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Essential Partners held 3,826 shares of Chipotle Mexican Grill worth $122K as of Q3 2026.
  • Essential Partners bought 1 Chipotle Mexican Grill share in Q3 2026, an estimated $35.
  • Chipotle Mexican Grill made up 0.06% of Essential Partners's portfolio in Q3 2026, its #374 holding.
  • Essential Partners first reported a position in Chipotle Mexican Grill in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Chipotle Mexican Grill position peaked at $884K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.