Focus Partners Wealth
CMG icon

Focus Partners Wealth’s Chipotle Mexican Grill CMG Stock Holding History

Focus Partners 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
Q1 		$11.9M Sell
371,751
-62,253
-14% -$2.3M 0.01% 669
2025
Q4 		$16.1M Buy
434,004
+248,145
+134% +$8.98M 0.02% 545
2025
Q3 		$7.28M Sell
185,859
-6,897
-4% -$311K 0.01% 649
2025
Q2 		$10.8M Sell
192,756
-9,189
-5% -$467K 0.02% 479
2025
Q1 		$10.1M Sell
201,945
-22,026
-10% -$1.2M 0.03% 473
2024
Q4 		$13.5M Buy
223,971
+147,365
+192% +$8.88M 0.04% 397
2024
Q3 		$4.41M Sell
76,606
-52,366
-41% -$2.9M 0.01% 591
2024
Q2 		$7.69M Buy
128,972
+77,822
+152% +$4.83M 0.03% 419
2024
Q1 		$2.97M Buy
51,150
+41,000
+404% +$2.1M 0.02% 419
2023
Q4 		$464K Buy
+10,150
New +$422K 0.01% 590

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

Focus Partners Wealth's CMG Position: Q1 2026 in Review

Focus Partners Wealth reduced its Chipotle Mexican Grill (CMG) stake by 14% in Q1 2026, selling an estimated $2.3M and leaving 371,751 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #669.

Focus Partners Wealth first reported a position in CMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.1M in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Focus Partners Wealth held 371,751 shares of Chipotle Mexican Grill worth $11.9M as of Q1 2026.
  • Focus Partners Wealth sold 62,253 Chipotle Mexican Grill shares in Q1 2026, an estimated $2.3M.
  • Chipotle Mexican Grill made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #669 holding.
  • Focus Partners Wealth first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Chipotle Mexican Grill position peaked at $16.1M in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.