Evermay Wealth Management
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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
Q3 		$40.9K Hold
1,280
– – ﹤0.01% 367
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Evermay Wealth Management's CMG Position: Q3 2026 in Review

Evermay Wealth Management held its Chipotle Mexican Grill (CMG) position steady in Q3 2026 at 1,280 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Evermay Wealth Management first reported a position in CMG in Q3 2022 and has held it in 17 quarters since. The position peaked at $761K in Q2 2025. 614 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Evermay Wealth Management held 1,280 shares of Chipotle Mexican Grill worth $40.9K as of Q3 2026.
  • Evermay Wealth Management left its Chipotle Mexican Grill share count unchanged in Q3 2026.
  • Chipotle Mexican Grill made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #367 holding.
  • Evermay Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2022 and has held it in 17 quarters since.
  • Evermay Wealth Management's Chipotle Mexican Grill position peaked at $761K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.