Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-15
Closed -$515 – 424
2026
Q2 		$515 Buy
+15
New +$490 ﹤0.01% 526
2025
Q4 		– Sell
-450
Closed -$17.6K – 437
2025
Q3 		$17.6K Buy
+450
New +$20.3K ﹤0.01% 266
2025
Q2 		– Sell
-100
Closed -$5.02K – 382
2025
Q1 		$5.02K Buy
+100
New +$5.44K ﹤0.01% 310

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Halbert Hargrove Global Advisors's CMG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Chipotle Mexican Grill (CMG) in Q3 2026, closing a stake of 15 shares — an estimated $515 sold.

Halbert Hargrove Global Advisors first reported a position in CMG in Q1 2025 and held it in 3 quarters. The position peaked at $17.6K in Q3 2025. 614 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Chipotle Mexican Grill position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 15 Chipotle Mexican Grill shares in Q3 2026, an estimated $515.
  • Halbert Hargrove Global Advisors first reported a position in Chipotle Mexican Grill in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Chipotle Mexican Grill position peaked at $17.6K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.