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

HCR 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
2025 Q3	–	Sell	-4,058	Closed	-$228K	–	247
2025 Q2	$228K	Hold	4,058	–	–	0.03%	212
2025 Q1	$204K	Sell	4,058 -1,050	-21%	-$57.1K	0.03%	223
2024 Q4	$308K	Sell	5,108 -1,592	-24%	-$95.9K	0.04%	177
2024 Q3	$386K	Buy	6,700 +2,600	+63%	+$144K	0.05%	161
2024 Q2	$257K	Buy	4,100 +150	+4%	+$9.32K	0.04%	188
2024 Q1	$230K	Buy	+3,950	New	+$202K	0.03%	200
2019 Q1	–	Sell	-46,000	Closed	-$397K	–	175
2018 Q4	$397K	Hold	46,000	–	–	0.13%	112
2018 Q3	$400K	Hold	46,000	–	–	0.13%	113
2018 Q2	$397K	Hold	46,000	–	–	0.13%	122
2018 Q1	$297K	Buy	+46,000	New	+$290K	0.1%	134

Other funds holding CMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HCR Wealth Advisors's CMG Position: Q3 2025 in Review

HCR Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 4,058 shares — an estimated $228K sold.

HCR Wealth Advisors first reported a position in CMG in Q1 2018 and held it in 10 quarters. The position peaked at $400K in Q3 2018. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

HCR Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
HCR Wealth Advisors sold 4,058 Chipotle Mexican Grill shares in Q3 2025, an estimated $228K.
HCR Wealth Advisors first reported a position in Chipotle Mexican Grill in Q1 2018 and held it in 10 quarters.
HCR Wealth Advisors's Chipotle Mexican Grill position peaked at $400K in Q3 2018.
1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on HCR Wealth Advisors's 13F filing for Q3 2025, filed 3 Oct 2025.