First Manhattan’s Chipotle Mexican Grill CMG Stock Holding History

First Manhattan’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	$2.81M	Sell	87,750 -1,153	-1%	-$42.6K	0.01%	311
2025 Q4	$3.29M	Sell	88,903 -2,534	-3%	-$91.7K	0.01%	278
2025 Q3	$3.58M	Buy	91,437 +36,138	+65%	+$1.63M	0.01%	270
2025 Q2	$3.11M	Buy	55,299 +48,373	+698%	+$2.46M	0.01%	278
2025 Q1	$348K	Sell	6,926 -2,056	-23%	-$112K	﹤0.01%	563
2024 Q4	$542K	Sell	8,982 -118	-1%	-$7.11K	﹤0.01%	487
2024 Q3	$524K	Hold	9,100	–	–	﹤0.01%	478
2024 Q2	$570K	Sell	9,100 -400	-4%	-$24.9K	﹤0.01%	448
2024 Q1	$552K	Buy	9,500 +250	+3%	+$12.8K	﹤0.01%	463
2023 Q4	$423K	Sell	9,250 -1,850	-17%	-$77K	﹤0.01%	511
2023 Q3	$407K	Hold	11,100	–	–	﹤0.01%	525
2023 Q2	$475K	Buy	11,100 +50	+0.5%	+$1.98K	﹤0.01%	494
2023 Q1	$378K	Sell	11,050 -1,450	-12%	-$45.6K	﹤0.01%	558
2022 Q4	$347K	Buy	12,500 +200	+2%	+$5.98K	﹤0.01%	589
2022 Q3	$369K	Hold	12,300	–	–	﹤0.01%	565
2022 Q2	$321K	Sell	12,300 -52,250	-81%	-$1.46M	﹤0.01%	617
2022 Q1	$2.04M	Hold	64,550	–	–	0.01%	360
2021 Q4	$2.26M	Sell	64,550 -10,000	-13%	-$352K	0.01%	328
2021 Q3	$2.71M	Hold	74,550	–	–	0.01%	296
2021 Q2	$2.31M	Sell	74,550 -1,350	-2%	-$38.5K	0.01%	315
2021 Q1	$2.16M	Buy	75,900 +3,250	+4%	+$94K	0.01%	315
2020 Q4	$2.01M	Buy	72,650 +57,250	+372%	+$1.5M	0.01%	315
2020 Q3	$383K	Sell	15,400 -200	-1%	-$4.82K	﹤0.01%	543
2020 Q2	$328K	Hold	15,600	–	–	﹤0.01%	564
2020 Q1	$204K	Buy	15,600 +1,350	+9%	+$21.3K	﹤0.01%	615
2019 Q4	$238K	Sell	14,250 -50	-0.3%	-$802	﹤0.01%	661
2019 Q3	$240K	Sell	14,300 -1,750	-11%	-$27.9K	﹤0.01%	656
2019 Q2	$235K	Sell	16,050 -500	-3%	-$7.05K	﹤0.01%	673
2019 Q1	$235K	Buy	16,550 +50	+0.3%	+$580	﹤0.01%	689
2018 Q4	$142K	Sell	16,500 -500	-3%	-$4.52K	﹤0.01%	741
2018 Q3	$154K	Hold	17,000	–	–	﹤0.01%	768
2018 Q2	$146K	Hold	17,000	–	–	﹤0.01%	750
2018 Q1	$109K	Hold	17,000	–	–	﹤0.01%	788
2017 Q4	$98K	Sell	17,000 -19,500	-53%	-$116K	﹤0.01%	854
2017 Q3	$224K	Hold	36,500	–	–	﹤0.01%	656
2017 Q2	$303K	Sell	36,500 -3,250	-8%	-$30.2K	﹤0.01%	601
2017 Q1	$354K	Hold	39,750	–	–	﹤0.01%	581
2016 Q4	$299K	Sell	39,750 -32,000	-45%	-$252K	﹤0.01%	596
2016 Q3	$607K	Hold	71,750	–	–	﹤0.01%	488
2016 Q2	$577K	Sell	71,750 -10,000	-12%	-$86.9K	﹤0.01%	502
2016 Q1	$770K	Buy	81,750 +3,250	+4%	+$30.9K	﹤0.01%	441
2015 Q4	$753K	Buy	78,500 +2,500	+3%	+$30.6K	﹤0.01%	455
2015 Q3	$1.09M	Sell	76,000 -1,000	-1%	-$14.2K	0.01%	414
2015 Q2	$931K	Buy	77,000 +18,250	+31%	+$231K	0.01%	443
2015 Q1	$764K	Buy	58,750 +58,250	+11,650%	+$795K	﹤0.01%	458
2014 Q4	$6K	Hold	500	–	–	﹤0.01%	1303
2014 Q3	$6K	Hold	500	–	–	﹤0.01%	1269
2014 Q2	$5K	Sell	500 -450	-47%	-$4.87K	﹤0.01%	1265
2014 Q1	$10K	Buy	950 +400	+73%	+$4.41K	﹤0.01%	1190
2013 Q4	$5K	Hold	550	–	–	﹤0.01%	1234
2013 Q3	$4K	Hold	550	–	–	﹤0.01%	1249
2013 Q2	$4K	Buy	+550	New	+$3.95K	﹤0.01%	1241

Other funds holding CMG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

First Manhattan's CMG Position: Q1 2026 in Review

First Manhattan reduced its Chipotle Mexican Grill (CMG) stake by 1.3% in Q1 2026, selling an estimated $42.6K and leaving 87,750 shares worth $2.81M. The position accounts for 0.01% of the portfolio, ranked #311.

First Manhattan first reported a position in CMG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.58M in Q3 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

First Manhattan held 87,750 shares of Chipotle Mexican Grill worth $2.81M as of Q1 2026.
First Manhattan sold 1,153 Chipotle Mexican Grill shares in Q1 2026, an estimated $42.6K.
Chipotle Mexican Grill made up 0.01% of First Manhattan's portfolio in Q1 2026, its #311 holding.
First Manhattan first reported a position in Chipotle Mexican Grill in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Chipotle Mexican Grill position peaked at $3.58M in Q3 2025.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.