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Evoke Wealth’s Chipotle Mexican Grill CMG Stock Holding History

Evoke Wealth’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
-12,917
Closed -$413K – 117
2026
Q1 		$413K Sell
12,917
-1,741
-12% -$64.4K 0.01% 457
2025
Q4 		$542K Buy
+14,658
New +$530K 0.01% 372
2025
Q3 		– Sell
-7,048
Closed -$396K – 656
2025
Q2 		$396K Buy
7,048
+2,974
+73% +$151K 0.01% 392
2025
Q1 		$205K Buy
4,074
+374
+10% +$20.3K 0.01% 423
2024
Q4 		$223K Buy
+3,700
New +$223K 0.01% 397
2022
Q4 		– Sell
-150
Closed -$5K – 513
2022
Q3 		$5K Sell
150
-100
-40% -$3.1K ﹤0.01% 872
2022
Q2 		$7K Sell
250
-50
-17% -$1.39K ﹤0.01% 825
2022
Q1 		$9K Sell
300
-400
-57% -$12K ﹤0.01% 781
2021
Q4 		$24K Buy
700
+100
+17% +$3.52K ﹤0.01% 653
2021
Q3 		$21K Hold
600
– – ﹤0.01% 627
2021
Q2 		$19K Hold
600
– – ﹤0.01% 662
2021
Q1 		$17K Buy
600
+550
+1,100% +$15.9K ﹤0.01% 610
2020
Q4 		$1K Hold
50
– – ﹤0.01% 945
2020
Q3 		$1K Hold
50
– – ﹤0.01% 914
2020
Q2 		$1K Hold
50
– – ﹤0.01% 953
2020
Q1 		$654 Sell
50
-250
-83% -$3.95K ﹤0.01% 992
2019
Q4 		$5.02K Hold
300
– – ﹤0.01% 908
2019
Q3 		$5.04K Buy
+300
New +$4.78K ﹤0.01% 1000

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

Evoke Wealth's CMG Position: Q2 2026 in Review

Evoke Wealth sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 12,917 shares — an estimated $413K sold.

Evoke Wealth first reported a position in CMG in Q3 2019 and held it in 18 quarters. The position peaked at $542K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Evoke Wealth reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 12,917 Chipotle Mexican Grill shares in Q2 2026, an estimated $413K.
  • Evoke Wealth first reported a position in Chipotle Mexican Grill in Q3 2019 and held it in 18 quarters.
  • Evoke Wealth's Chipotle Mexican Grill position peaked at $542K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.