Gratus Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Gratus 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 Q2	–	Sell	-14,376	Closed	-$460K	–	140
2026 Q1	$460K	Sell	14,376 -11,193	-44%	-$414K	0.07%	95
2025 Q4	$946K	Sell	25,569 -1,772	-6%	-$64.1K	0.13%	62
2025 Q3	$1.07M	Sell	27,341 -1,285	-4%	-$57.9K	0.15%	57
2025 Q2	$1.61M	Sell	28,626 -50	-0.2%	-$2.54K	0.24%	38
2025 Q1	$1.44M	Sell	28,676 -99	-0.3%	-$5.38K	0.24%	37
2024 Q4	$1.74M	Sell	28,775 -749	-3%	-$45.1K	0.28%	34
2024 Q3	$1.67M	Buy	29,524 +10,744	+57%	+$595K	0.27%	41
2024 Q2	$1.01M	Buy	18,780 +3,430	+22%	+$213K	0.17%	55
2024 Q1	$893K	Sell	15,350 -200	-1%	-$10.2K	0.16%	61
2023 Q4	$711K	Buy	+15,550	New	+$647K	0.14%	66

Other funds holding CMG

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Gratus Wealth Advisors's CMG Position: Q2 2026 in Review

Gratus Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 14,376 shares — an estimated $460K sold.

Gratus Wealth Advisors first reported a position in CMG in Q4 2023 and held it in 10 quarters. The position peaked at $1.74M in Q4 2024. 435 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Gratus Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
Gratus Wealth Advisors sold 14,376 Chipotle Mexican Grill shares in Q2 2026, an estimated $460K.
Gratus Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2023 and held it in 10 quarters.
Gratus Wealth Advisors's Chipotle Mexican Grill position peaked at $1.74M in Q4 2024.
435 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.