Financial Gravity Companies’s Chipotle Mexican Grill CMG Stock Holding History

Financial Gravity Companies’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
2025 Q2	$2.79M	Buy	+49,726	New	+$2.53M	0.55%	46
2024 Q4	$2.43M	Buy	40,355 +674	+2%	+$40.6K	0.56%	46
2024 Q3	$2.29M	Buy	+39,681	New	+$2.2M	0.61%	36
2018 Q4	$18K	Buy	+1,700	New	+$15.4K	0.02%	492
2018 Q1	–	Sell	-950	Closed	-$6K	–	1421
2017 Q4	$6K	Buy	+950	New	+$5.67K	0.01%	662

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Gravity Companies's CMG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Chipotle Mexican Grill (CMG) in Q2 2025: 49,726 shares worth $2.79M. The stake represents 0.55% of the portfolio and ranks #46 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CMG as recently as Q4 2024.

Financial Gravity Companies first reported a position in CMG in Q4 2017 and has held it in 5 quarters since. 1,544 funds tracked by Wall St. Rank hold CMG as of Q2 2025.

Financial Gravity Companies held 49,726 shares of Chipotle Mexican Grill worth $2.79M as of Q2 2025.
Chipotle Mexican Grill was a new Financial Gravity Companies position in Q2 2025.
Chipotle Mexican Grill made up 0.55% of Financial Gravity Companies's portfolio in Q2 2025, its #46 holding.
Financial Gravity Companies first reported a position in Chipotle Mexican Grill in Q4 2017 and has held it in 5 quarters since.
1,544 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.