Journey Strategic Wealth’s Chipotle Mexican Grill CMG Stock Holding History

Journey Strategic Wealth’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	$307K	Sell	9,586 -85	-0.9%	-$3.14K	0.01%	536
2025 Q4	$358K	Buy	+9,671	New	+$350K	0.01%	426
2025 Q3	–	Sell	-5,660	Closed	-$318K	–	722
2025 Q2	$318K	Buy	5,660 +766	+16%	+$39K	0.01%	406
2025 Q1	$246K	Sell	4,894 -1,073	-18%	-$58.4K	0.01%	396
2024 Q4	$360K	Sell	5,967 -330	-5%	-$19.9K	0.01%	293
2024 Q3	$363K	Buy	6,297 +2,147	+52%	+$119K	0.01%	285
2024 Q2	$260K	Buy	+4,150	New	+$258K	0.01%	290

Other funds holding CMG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

Journey Strategic Wealth's CMG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Chipotle Mexican Grill (CMG) stake by 0.88% in Q1 2026, selling an estimated $3.14K and leaving 9,586 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #536.

Journey Strategic Wealth first reported a position in CMG in Q2 2024 and has held it in 7 quarters since. The position peaked at $363K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Journey Strategic Wealth held 9,586 shares of Chipotle Mexican Grill worth $307K as of Q1 2026.
Journey Strategic Wealth sold 85 Chipotle Mexican Grill shares in Q1 2026, an estimated $3.14K.
Chipotle Mexican Grill made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #536 holding.
Journey Strategic Wealth first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 7 quarters since.
Journey Strategic Wealth's Chipotle Mexican Grill position peaked at $363K in Q3 2024.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.