Founders Financial Alliance’s Chipotle Mexican Grill CMG Stock Holding History

Founders Financial Alliance’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
2025 Q4	–	Sell	-6,633	Closed	-$260K	–	626
2025 Q3	$260K	Buy	6,633 +2,875	+77%	+$129K	0.05%	313
2025 Q2	$211K	Sell	3,758 -2,412	-39%	-$123K	0.05%	305
2025 Q1	$310K	Buy	6,170 +1,759	+40%	+$95.7K	0.08%	249
2024 Q4	$266K	Buy	+4,411	New	+$266K	0.07%	234
2022 Q3	–	Sell	-11,000	Closed	-$288K	–	482
2022 Q2	$288K	Buy	+11,000	New	+$306K	0.15%	157
2020 Q4	–	Sell	-1,000	Closed	-$25K	–	582
2020 Q3	$25K	Buy	+1,000	New	+$24.1K	0.01%	519

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Founders Financial Alliance's CMG Position: Q4 2025 in Review

Founders Financial Alliance sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 6,633 shares — an estimated $260K sold.

Founders Financial Alliance first reported a position in CMG in Q3 2020 and held it in 6 quarters. The position peaked at $310K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

Founders Financial Alliance reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
Founders Financial Alliance sold 6,633 Chipotle Mexican Grill shares in Q4 2025, an estimated $260K.
Founders Financial Alliance first reported a position in Chipotle Mexican Grill in Q3 2020 and held it in 6 quarters.
Founders Financial Alliance's Chipotle Mexican Grill position peaked at $310K in Q1 2025.
1,346 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.