Jupiter Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Jupiter 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
2025 Q4	–	Sell	-8,000	Closed	-$314K	–	86
2025 Q3	$314K	Sell	8,000 -8,850	-53%	-$398K	0.15%	73
2025 Q2	$733K	Sell	16,850 -4,750	-22%	-$242K	0.37%	53
2025 Q1	$1.13M	Sell	21,600 -1,979	-8%	-$108K	0.68%	34
2024 Q4	$1.42M	Hold	23,579	–	–	0.71%	34
2024 Q3	$1.36M	Buy	23,579 +5,979	+34%	+$331K	0.7%	40
2024 Q2	$956K	Sell	17,600 -2,500	-12%	-$155K	0.51%	47
2024 Q1	$1.28M	Sell	20,100 -500	-2%	-$25.6K	0.68%	38
2023 Q4	$942K	Hold	20,600	–	–	0.55%	46
2023 Q3	$874K	Buy	20,600 +5,000	+32%	+$195K	0.57%	45
2023 Q2	$667K	Buy	15,600 +12,600	+420%	+$498K	0.57%	41
2023 Q1	$102K	Buy	+3,000	New	+$94.3K	0.09%	66
2022 Q2	–	Sell	-20,450	Closed	-$647K	–	66
2022 Q1	$647K	Sell	20,450 -25,650	-56%	-$772K	0.4%	50
2021 Q4	$1.61M	Hold	46,100	–	–	0.84%	31
2021 Q3	$1.67M	Hold	46,100	–	–	0.79%	36
2021 Q2	$1.74M	Buy	46,100 +1,100	+2%	+$31.4K	0.83%	33
2021 Q1	$1.33M	Buy	45,000 +500	+1%	+$14.5K	0.67%	38
2020 Q4	$1.23M	Hold	44,500	–	–	0.76%	34
2020 Q3	$1.11M	Buy	+44,500	New	+$1.07M	0.78%	32

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Jupiter Wealth Management's CMG Position: Q4 2025 in Review

Jupiter Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 8,000 shares — an estimated $314K sold.

Jupiter Wealth Management first reported a position in CMG in Q3 2020 and held it in 18 quarters. The position peaked at $1.74M in Q2 2021. 1,339 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

Jupiter Wealth Management reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
Jupiter Wealth Management sold 8,000 Chipotle Mexican Grill shares in Q4 2025, an estimated $314K.
Jupiter Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2020 and held it in 18 quarters.
Jupiter Wealth Management's Chipotle Mexican Grill position peaked at $1.74M in Q2 2021.
1,339 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Jupiter Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.