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Jackson Thornton Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Jackson Thornton Wealth Management’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 		$251K Sell
7,375
-3,430
-32% -$112K 0.02% 343
2026
Q1 		$368K Sell
10,805
-882
-8% -$32.6K 0.03% 148
2025
Q4 		$451K Buy
+11,687
New +$423K 0.04% 125

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's CMG Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 32% in Q2 2026, selling an estimated $112K and leaving 7,375 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #343.

Jackson Thornton Wealth Management first reported a position in CMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $451K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Jackson Thornton Wealth Management held 7,375 shares of Chipotle Mexican Grill worth $251K as of Q2 2026.
  • Jackson Thornton Wealth Management sold 3,430 Chipotle Mexican Grill shares in Q2 2026, an estimated $112K.
  • Chipotle Mexican Grill made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Jackson Thornton Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Chipotle Mexican Grill position peaked at $451K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.