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BFC Planning, Inc.’s Chipotle Mexican Grill CMG Stock Holding History

BFC Planning, Inc.’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
Q2 		$1.23M Buy
36,154
+6,386
+21% +$209K 0.05% 346
2026
Q1 		$953K Sell
29,768
-7,961
-21% -$294K 0.04% 370
2025
Q4 		$1.4M Buy
37,729
+861
+2% +$31.1K 0.06% 289
2025
Q3 		$1.44M Buy
36,868
+1,561
+4% +$70.3K 0.1% 177
2025
Q2 		$1.98M Buy
35,307
+2,281
+7% +$116K 0.16% 126
2025
Q1 		$1.66M Sell
33,026
-105,038
-76% -$5.71M 0.15% 134
2024
Q4 		$8.33M Buy
+138,064
New +$8.32M 0.69% 21

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BFC Planning, Inc.'s CMG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Chipotle Mexican Grill (CMG) stake by 21% in Q2 2026, buying an estimated $209K and bringing the position to 36,154 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #346.

BFC Planning, Inc. first reported a position in CMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.33M in Q4 2024. 1,198 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • BFC Planning, Inc. held 36,154 shares of Chipotle Mexican Grill worth $1.23M as of Q2 2026.
  • BFC Planning, Inc. bought 6,386 Chipotle Mexican Grill shares in Q2 2026, an estimated $209K.
  • Chipotle Mexican Grill made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #346 holding.
  • BFC Planning, Inc. first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Chipotle Mexican Grill position peaked at $8.33M in Q4 2024.
  • 1,198 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.