Evelyn Partners Investment Management’s Chipotle Mexican Grill CMG Stock Holding History

Evelyn Partners Investment 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	$950K	Sell	29,669 -5,050	-15%	-$187K	0.03%	133
2025 Q4	$1.28M	Sell	34,719 -2,438	-7%	-$88.2K	0.04%	124
2025 Q3	$1.46M	Sell	37,157 -2,429	-6%	-$109K	0.04%	118
2025 Q2	$2.22M	Sell	39,586 -4,900	-11%	-$249K	0.07%	100
2025 Q1	$2.23M	Sell	44,486 -3,400	-7%	-$185K	0.07%	96
2024 Q4	$2.89M	Buy	+47,886	New	+$2.89M	0.09%	90

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

Evelyn Partners Investment Management's CMG Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Chipotle Mexican Grill (CMG) stake by 15% in Q1 2026, selling an estimated $187K and leaving 29,669 shares worth $950K. The position accounts for 0.03% of the portfolio, ranked #133.

Evelyn Partners Investment Management first reported a position in CMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2024. 1,244 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Evelyn Partners Investment Management held 29,669 shares of Chipotle Mexican Grill worth $950K as of Q1 2026.
Evelyn Partners Investment Management sold 5,050 Chipotle Mexican Grill shares in Q1 2026, an estimated $187K.
Chipotle Mexican Grill made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #133 holding.
Evelyn Partners Investment Management first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Chipotle Mexican Grill position peaked at $2.89M in Q4 2024.
1,244 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.