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Kaufman Rossin Wealth’s Chipotle Mexican Grill CMG Stock Holding History

Kaufman Rossin 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 		– Sell
-8,477
Closed -$314K – 117
2025
Q4 		$314K Buy
+8,477
New +$307K 0.16% 99
2025
Q3 		– Sell
-4,627
Closed -$260K – 159
2025
Q2 		$260K Buy
4,627
+425
+10% +$21.6K 0.16% 100
2025
Q1 		$211K Buy
+4,202
New +$229K 0.15% 133

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

Kaufman Rossin Wealth's CMG Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 8,477 shares — an estimated $314K sold.

Kaufman Rossin Wealth first reported a position in CMG in Q1 2025 and held it in 3 quarters. The position peaked at $314K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 8,477 Chipotle Mexican Grill shares in Q1 2026, an estimated $314K.
  • Kaufman Rossin Wealth first reported a position in Chipotle Mexican Grill in Q1 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Chipotle Mexican Grill position peaked at $314K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.