Foundations Investment Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Foundations Investment 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	–	Sell	-7,404	Closed	-$274K	–	1176
2025 Q4	$274K	Sell	7,404 -42	-0.6%	-$1.52K	﹤0.01%	927
2025 Q3	$292K	Buy	7,446 +2,024	+37%	+$91.1K	﹤0.01%	862
2025 Q2	$304K	Sell	5,422 -3,888	-42%	-$198K	﹤0.01%	735
2025 Q1	$467K	Sell	9,310 -1,398	-13%	-$76K	0.01%	596
2024 Q4	$646K	Buy	10,708 +3,621	+51%	+$218K	0.01%	486
2024 Q3	$408K	Sell	7,087 -494	-7%	-$27.3K	0.01%	563
2024 Q2	$475K	Buy	+7,581	New	+$471K	0.01%	507

Other funds holding CMG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

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

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

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

Foundations Investment Advisors's CMG Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 7,404 shares — an estimated $274K sold.

Foundations Investment Advisors first reported a position in CMG in Q2 2024 and held it in 7 quarters. The position peaked at $646K in Q4 2024. 1,247 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Foundations Investment Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 7,404 Chipotle Mexican Grill shares in Q1 2026, an estimated $274K.
Foundations Investment Advisors first reported a position in Chipotle Mexican Grill in Q2 2024 and held it in 7 quarters.
Foundations Investment Advisors's Chipotle Mexican Grill position peaked at $646K in Q4 2024.
1,247 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.