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Keener Financial Planning’s Chipotle Mexican Grill CMG Stock Holding History

Keener Financial Planning’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
-950
Closed -$37K – 84
2025
Q3 		$37K Hold
950
– – 0.02% 112
2025
Q2 		$53K Hold
950
– – 0.03% 100
2025
Q1 		$47K Hold
950
– – 0.03% 80
2024
Q4 		$57K Hold
950
– – 0.03% 90
2024
Q3 		$54K Hold
950
– – 0.04% 83
2024
Q2 		$59K Hold
950
– – 0.04% 83
2024
Q1 		$56K Hold
950
– – 0.04% 94
2023
Q4 		$43K Buy
+950
New +$39.5K 0.03% 102

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Keener Financial Planning's CMG Position: Q4 2025 in Review

Keener Financial Planning sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 950 shares — an estimated $37K sold.

Keener Financial Planning first reported a position in CMG in Q4 2023 and held it in 8 quarters. The position peaked at $59K in Q2 2024. 1,346 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

  • Keener Financial Planning reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 950 Chipotle Mexican Grill shares in Q4 2025, an estimated $37K.
  • Keener Financial Planning first reported a position in Chipotle Mexican Grill in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Chipotle Mexican Grill position peaked at $59K in Q2 2024.
  • 1,346 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.