Essex Financial Services’s Chipotle Mexican Grill CMG Stock Holding History

Essex Financial 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	$245K	Sell	7,668 -1,286	-14%	-$47.6K	0.01%	681
2025 Q4	$331K	Buy	+8,954	New	+$324K	0.02%	571
2025 Q3	–	Sell	-3,658	Closed	-$205K	–	754
2025 Q2	$205K	Buy	+3,658	New	+$186K	0.01%	652
2025 Q1	–	Sell	-3,439	Closed	-$207K	–	641
2024 Q4	$207K	Buy	+3,439	New	+$207K	0.01%	601

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

Essex Financial Services's CMG Position: Q1 2026 in Review

Essex Financial Services reduced its Chipotle Mexican Grill (CMG) stake by 14% in Q1 2026, selling an estimated $47.6K and leaving 7,668 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #681.

Essex Financial Services first reported a position in CMG in Q4 2024 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Essex Financial Services held 7,668 shares of Chipotle Mexican Grill worth $245K as of Q1 2026.
Essex Financial Services sold 1,286 Chipotle Mexican Grill shares in Q1 2026, an estimated $47.6K.
Chipotle Mexican Grill made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #681 holding.
Essex Financial Services first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 4 quarters since.
Essex Financial Services's Chipotle Mexican Grill position peaked at $331K in Q4 2025.
1,244 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.