EWA
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EverSource Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

EverSource Wealth 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
Q1 		$728K Sell
22,740
-2,167
-9% -$80.1K 0.02% 467
2025
Q4 		$922K Buy
24,907
+12,999
+109% +$470K 0.03% 360
2025
Q3 		$467K Sell
11,908
-1,048
-8% -$47.2K 0.02% 525
2025
Q2 		$727K Buy
12,956
+1,679
+15% +$85.4K 0.03% 355
2025
Q1 		$566K Sell
11,277
-402
-3% -$21.9K 0.03% 353
2024
Q4 		$704K Buy
11,679
+1,542
+15% +$92.9K 0.04% 302
2024
Q3 		$584K Sell
10,137
-2,266
-18% -$125K 0.04% 301
2024
Q2 		$674K Buy
12,403
+3,053
+33% +$190K 0.04% 273
2024
Q1 		$591K Buy
9,350
+150
+2% +$7.67K 0.05% 242
2023
Q4 		$421K Buy
9,200
+350
+4% +$14.6K 0.04% 270
2023
Q3 		$324K Sell
8,850
-100
-1% -$3.9K 0.03% 294
2023
Q2 		$383K Sell
8,950
-1,150
-11% -$45.5K 0.04% 264
2023
Q1 		$345K Buy
10,100
+2,050
+25% +$64.4K 0.04% 276
2022
Q4 		$223K Sell
8,050
-750
-9% -$22.4K 0.03% 336
2022
Q3 		$264K Sell
8,800
-700
-7% -$21.7K 0.06% 256
2022
Q2 		$248K Buy
9,500
+3,750
+65% +$104K 0.06% 237
2022
Q1 		$182K Buy
5,750
+3,950
+219% +$119K 0.05% 260
2021
Q4 		$63K Buy
+1,800
New +$63.4K 0.02% 380

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's CMG Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Chipotle Mexican Grill (CMG) stake by 8.7% in Q1 2026, selling an estimated $80.1K and leaving 22,740 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #467.

EverSource Wealth Advisors first reported a position in CMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $922K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • EverSource Wealth Advisors held 22,740 shares of Chipotle Mexican Grill worth $728K as of Q1 2026.
  • EverSource Wealth Advisors sold 2,167 Chipotle Mexican Grill shares in Q1 2026, an estimated $80.1K.
  • Chipotle Mexican Grill made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #467 holding.
  • EverSource Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Chipotle Mexican Grill position peaked at $922K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.