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Intentional Wealth Strategies’s Chipotle Mexican Grill CMG Stock Holding History

Intentional Wealth Strategies’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
-56
Closed -$1.79K – 238
2026
Q1 		$1.79K Buy
+56
New +$2.07K ﹤0.01% 684

Other funds holding CMG

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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

Intentional Wealth Strategies's CMG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 56 shares — an estimated $1.79K sold.

Intentional Wealth Strategies first reported a position in CMG in Q1 2026 and held it in 1 quarter. The position peaked at $1.79K in Q1 2026. 1,185 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 56 Chipotle Mexican Grill shares in Q2 2026, an estimated $1.79K.
  • Intentional Wealth Strategies first reported a position in Chipotle Mexican Grill in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Chipotle Mexican Grill position peaked at $1.79K in Q1 2026.
  • 1,185 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.