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Evergreen Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Evergreen Advisors’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
Q2 		– Sell
-150
Closed -$4.8K – 59
2026
Q1 		$4.8K Buy
+150
New +$5.55K ﹤0.01% 134

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
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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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Evergreen Advisors's CMG Position: Q2 2026 in Review

Evergreen Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 150 shares — an estimated $4.8K sold.

Evergreen Advisors first reported a position in CMG in Q1 2026 and held it in 1 quarter. The position peaked at $4.8K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Evergreen Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 150 Chipotle Mexican Grill shares in Q2 2026, an estimated $4.8K.
  • Evergreen Advisors first reported a position in Chipotle Mexican Grill in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Chipotle Mexican Grill position peaked at $4.8K in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.