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

Invera 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
Q1 		$602K Buy
18,815
+1,229
+7% +$45.4K 0.39% 66
2025
Q4 		$651K Sell
17,586
-4,322
-20% -$156K 0.41% 62
2025
Q3 		$859K Buy
21,908
+5,296
+32% +$238K 0.53% 61
2025
Q2 		$933K Sell
16,612
-228
-1% -$11.6K 0.61% 55
2025
Q1 		$846K Buy
+16,840
New +$916K 0.55% 62

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invera Wealth Advisors's CMG Position: Q1 2026 in Review

Invera Wealth Advisors increased its Chipotle Mexican Grill (CMG) stake by 7% in Q1 2026, buying an estimated $45.4K and bringing the position to 18,815 shares worth $602K. The position accounts for 0.39% of the portfolio, ranked #66.

Invera Wealth Advisors first reported a position in CMG in Q1 2025 and has held it in 5 quarters since. The position peaked at $933K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Invera Wealth Advisors held 18,815 shares of Chipotle Mexican Grill worth $602K as of Q1 2026.
  • Invera Wealth Advisors bought 1,229 Chipotle Mexican Grill shares in Q1 2026, an estimated $45.4K.
  • Chipotle Mexican Grill made up 0.39% of Invera Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Invera Wealth Advisors first reported a position in Chipotle Mexican Grill in Q1 2025 and has held it in 5 quarters since.
  • Invera Wealth Advisors's Chipotle Mexican Grill position peaked at $933K in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.