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Foster Victor Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Foster Victor Wealth 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 		$8.06M Sell
230,796
-6,087
-3% -$225K 0.46% 88
2025
Q4 		$9.47M Buy
236,883
+27,452
+13% +$993K 0.55% 70
2025
Q3 		$8.75M Buy
209,431
+62,923
+43% +$2.83M 0.54% 75
2025
Q2 		$8.2M Buy
146,508
+7,804
+6% +$397K 0.56% 73
2025
Q1 		$6.9M Buy
138,704
+16,351
+13% +$889K 0.55% 77
2024
Q4 		$7.04M Buy
122,353
+6,996
+6% +$422K 0.54% 76
2024
Q3 		$6.68M Buy
115,357
+7,032
+6% +$389K 0.54% 77
2024
Q2 		$6.25M Sell
108,325
-57,625
-35% -$3.58M 0.52% 75
2024
Q1 		$9.93M Sell
165,950
-19,100
-10% -$977K 0.91% 55
2023
Q4 		$8.28M Sell
185,050
-1,250
-0.7% -$52K 0.85% 56
2023
Q3 		$6.79M Buy
186,300
+4,700
+3% +$183K 0.79% 58
2023
Q2 		$7.7M Sell
181,600
-12,550
-6% -$496K 0.86% 51
2023
Q1 		$6.74M Buy
194,150
+7,750
+4% +$244K 0.82% 50
2022
Q4 		$5.23M Buy
+186,400
New +$5.57M 0.67% 57

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

Foster Victor Wealth Advisors's CMG Position: Q1 2026 in Review

Foster Victor Wealth Advisors reduced its Chipotle Mexican Grill (CMG) stake by 2.6% in Q1 2026, selling an estimated $225K and leaving 230,796 shares worth $8.06M. The position accounts for 0.46% of the portfolio, ranked #88.

Foster Victor Wealth Advisors first reported a position in CMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.93M in Q1 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Foster Victor Wealth Advisors held 230,796 shares of Chipotle Mexican Grill worth $8.06M as of Q1 2026.
  • Foster Victor Wealth Advisors sold 6,087 Chipotle Mexican Grill shares in Q1 2026, an estimated $225K.
  • Chipotle Mexican Grill made up 0.46% of Foster Victor Wealth Advisors's portfolio in Q1 2026, its #88 holding.
  • Foster Victor Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2022 and has held it in 14 quarters since.
  • Foster Victor Wealth Advisors's Chipotle Mexican Grill position peaked at $9.93M in Q1 2024.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.