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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
Q2 		$1.11M Buy
32,769
+13,954
+74% +$456K 0.6% 45
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

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

Invera Wealth Advisors increased its Chipotle Mexican Grill (CMG) stake by 74% in Q2 2026, buying an estimated $456K and bringing the position to 32,769 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #45.

Invera Wealth Advisors first reported a position in CMG in Q1 2025 and has held it in 6 quarters since. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Invera Wealth Advisors held 32,769 shares of Chipotle Mexican Grill worth $1.11M as of Q2 2026.
  • Invera Wealth Advisors bought 13,954 Chipotle Mexican Grill shares in Q2 2026, an estimated $456K.
  • Chipotle Mexican Grill made up 0.6% of Invera Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Invera Wealth Advisors first reported a position in Chipotle Mexican Grill in Q1 2025 and has held it in 6 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.