GSWM
CMG icon

Golden State Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Golden State Wealth Management’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 		$30.1K Buy
884
+100
+13% +$3.27K ﹤0.01% 861
2026
Q1 		$25.1K Sell
784
-500
-39% -$18.5K ﹤0.01% 864
2025
Q4 		$47.5K Sell
1,284
-77
-6% -$2.79K 0.01% 703
2025
Q3 		$53.3K Hold
1,361
– – 0.01% 657
2025
Q2 		$76.4K Buy
1,361
+197
+17% +$10K 0.01% 551
2025
Q1 		$58.4K Sell
1,164
-4,992
-81% -$271K 0.01% 562
2024
Q4 		$371K Buy
+6,156
New +$371K 0.06% 239
2020
Q2 		– Sell
-600
Closed -$8K – 367
2020
Q1 		$8K Buy
+600
New +$9.49K ﹤0.01% 651
2019
Q4 		– Sell
-500
Closed -$8K – 204
2019
Q3 		$8K Hold
500
– – ﹤0.01% 779
2019
Q2 		$7K Hold
500
– – ﹤0.01% 806
2019
Q1 		$7K Buy
+500
New +$5.8K ﹤0.01% 832

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 $3.37T AUM 44.26% 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

Golden State Wealth Management's CMG Position: Q2 2026 in Review

Golden State Wealth Management increased its Chipotle Mexican Grill (CMG) stake by 13% in Q2 2026, buying an estimated $3.27K and bringing the position to 884 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Golden State Wealth Management first reported a position in CMG in Q1 2019 and has held it in 11 quarters since. The position peaked at $371K in Q4 2024. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Golden State Wealth Management held 884 shares of Chipotle Mexican Grill worth $30.1K as of Q2 2026.
  • Golden State Wealth Management bought 100 Chipotle Mexican Grill shares in Q2 2026, an estimated $3.27K.
  • Chipotle Mexican Grill made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #861 holding.
  • Golden State Wealth Management first reported a position in Chipotle Mexican Grill in Q1 2019 and has held it in 11 quarters since.
  • Golden State Wealth Management's Chipotle Mexican Grill position peaked at $371K in Q4 2024.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.