Financial Perspectives’s Chipotle Mexican Grill CMG Stock Holding History

Financial Perspectives’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	$1.7K	Hold	50	–	–	﹤0.01%	660
2026 Q1	$1.6K	Hold	50	–	–	﹤0.01%	644
2025 Q4	$1.85K	Hold	50	–	–	﹤0.01%	640
2025 Q3	$1.96K	Hold	50	–	–	﹤0.01%	640
2025 Q2	$2.81K	Hold	50	–	–	﹤0.01%	614
2025 Q1	$2.51K	Hold	50	–	–	﹤0.01%	618
2024 Q4	$3.02K	Hold	50	–	–	﹤0.01%	599
2024 Q3	$2.88K	Hold	50	–	–	﹤0.01%	560
2024 Q2	$3.13K	Hold	50	–	–	﹤0.01%	544
2024 Q1	$2.91K	Hold	50	–	–	﹤0.01%	548
2023 Q4	$2.29K	Hold	50	–	–	﹤0.01%	582
2023 Q3	$1.83K	Hold	50	–	–	﹤0.01%	604
2023 Q2	$2.14K	Hold	50	–	–	﹤0.01%	578
2023 Q1	$1.71K	Hold	50	–	–	﹤0.01%	587
2022 Q4	$1.39K	Hold	50	–	–	﹤0.01%	608
2022 Q3	$1.5K	Hold	50	–	–	﹤0.01%	601
2022 Q2	$1.31K	Hold	50	–	–	﹤0.01%	618
2022 Q1	$1.58K	Hold	50	–	–	﹤0.01%	624
2021 Q4	$1.75K	Hold	50	–	–	﹤0.01%	592
2021 Q3	$1.82K	Hold	50	–	–	﹤0.01%	592
2021 Q2	$1.55K	Sell	50 -71,000	-100%	-$2.03M	﹤0.01%	621
2021 Q1	$1K	Buy	71,050 +71,000	+142,000%	+$2.05M	﹤0.01%	623
2020 Q4	$1.39K	Hold	50	–	–	﹤0.01%	564
2020 Q3	$1.24K	Hold	50	–	–	﹤0.01%	520
2020 Q2	$1.05K	Hold	50	–	–	﹤0.01%	514
2020 Q1	$654	Hold	50	–	–	﹤0.01%	502
2019 Q4	$837	Buy	+50	New	+$802	﹤0.01%	487

Other funds holding CMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Perspectives's CMG Position: Q2 2026 in Review

Financial Perspectives held its Chipotle Mexican Grill (CMG) position steady in Q2 2026 at 50 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Financial Perspectives first reported a position in CMG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.13K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Financial Perspectives held 50 shares of Chipotle Mexican Grill worth $1.7K as of Q2 2026.
Financial Perspectives left its Chipotle Mexican Grill share count unchanged in Q2 2026.
Chipotle Mexican Grill made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #660 holding.
Financial Perspectives first reported a position in Chipotle Mexican Grill in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Chipotle Mexican Grill position peaked at $3.13K in Q2 2024.
1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.