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

Evermay 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
2026
Q2 		$43.5K Hold
1,280
– – ﹤0.01% 373
2026
Q1 		$41K Sell
1,280
-2,579
-67% -$95.4K ﹤0.01% 334
2025
Q4 		$143K Sell
3,859
-9,436
-71% -$341K 0.02% 230
2025
Q3 		$521K Sell
13,295
-260
-2% -$11.7K 0.06% 120
2025
Q2 		$761K Buy
13,555
+1,109
+9% +$56.4K 0.09% 102
2025
Q1 		$625K Buy
12,446
+398
+3% +$21.6K 0.08% 108
2024
Q4 		$726K Buy
12,048
+333
+3% +$20.1K 0.11% 101
2024
Q3 		$675K Buy
11,715
+1,240
+12% +$68.6K 0.11% 107
2024
Q2 		$656K Sell
10,475
-825
-7% -$51.3K 0.11% 110
2024
Q1 		$657K Sell
11,300
-250
-2% -$12.8K 0.1% 110
2023
Q4 		$528K Buy
11,550
+200
+2% +$8.32K 0.1% 102
2023
Q3 		$416K Buy
11,350
+200
+2% +$7.8K 0.09% 110
2023
Q2 		$477K Buy
11,150
+5,050
+83% +$200K 0.09% 106
2023
Q1 		$208K Buy
6,100
+1,950
+47% +$61.3K 0.04% 166
2022
Q4 		$115K Buy
4,150
+3,650
+730% +$109K 0.02% 213
2022
Q3 		$15K Buy
+500
New +$15.5K ﹤0.01% 362

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Evermay Wealth Management's CMG Position: Q2 2026 in Review

Evermay Wealth Management held its Chipotle Mexican Grill (CMG) position steady in Q2 2026 at 1,280 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Evermay Wealth Management first reported a position in CMG in Q3 2022 and has held it in 16 quarters since. The position peaked at $761K in Q2 2025. 1,194 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Evermay Wealth Management held 1,280 shares of Chipotle Mexican Grill worth $43.5K as of Q2 2026.
  • Evermay Wealth Management left its Chipotle Mexican Grill share count unchanged in Q2 2026.
  • Chipotle Mexican Grill made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Evermay Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2022 and has held it in 16 quarters since.
  • Evermay Wealth Management's Chipotle Mexican Grill position peaked at $761K in Q2 2025.
  • 1,194 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.