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Fi3 Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Fi3 Financial 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 		$210K Sell
6,556
-1,885
-22% -$69.7K 0.06% 203
2025
Q4 		$312K Buy
+8,441
New +$305K 0.1% 124

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

Fi3 Financial Advisors's CMG Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Chipotle Mexican Grill (CMG) stake by 22% in Q1 2026, selling an estimated $69.7K and leaving 6,556 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #203.

Fi3 Financial Advisors first reported a position in CMG in Q4 2025 and has held it in 2 quarters since. The position peaked at $312K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Fi3 Financial Advisors held 6,556 shares of Chipotle Mexican Grill worth $210K as of Q1 2026.
  • Fi3 Financial Advisors sold 1,885 Chipotle Mexican Grill shares in Q1 2026, an estimated $69.7K.
  • Chipotle Mexican Grill made up 0.06% of Fi3 Financial Advisors's portfolio in Q1 2026, its #203 holding.
  • Fi3 Financial Advisors first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 2 quarters since.
  • Fi3 Financial Advisors's Chipotle Mexican Grill position peaked at $312K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.