Kennedy Investment Group’s Chipotle Mexican Grill CMG Stock Holding History

Kennedy Investment Group’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 Q3	–	Sell	-4,900	Closed	-$275K	–	140
2025 Q2	$275K	Hold	4,900	–	–	0.12%	117
2025 Q1	$246K	Buy	4,900 +50	+1%	+$2.72K	0.11%	114
2024 Q4	$292K	Hold	4,850	–	–	0.13%	104
2024 Q3	$279K	Hold	4,850	–	–	0.13%	106
2024 Q2	$304K	Buy	4,850 +200	+4%	+$12.4K	0.15%	97
2024 Q1	$270K	Hold	4,650	–	–	0.14%	104
2023 Q4	$213K	Buy	+4,650	New	+$193K	0.12%	113
2023 Q2	–	Sell	-8,350	Closed	-$285K	–	120
2023 Q1	$285K	Sell	8,350 -2,750	-25%	-$86.4K	0.17%	95
2022 Q4	$308K	Buy	+11,100	New	+$332K	0.2%	97

Other funds holding CMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kennedy Investment Group's CMG Position: Q3 2025 in Review

Kennedy Investment Group sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 4,900 shares — an estimated $275K sold.

Kennedy Investment Group first reported a position in CMG in Q4 2022 and held it in 9 quarters. The position peaked at $308K in Q4 2022. 1,356 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

Kennedy Investment Group reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
Kennedy Investment Group sold 4,900 Chipotle Mexican Grill shares in Q3 2025, an estimated $275K.
Kennedy Investment Group first reported a position in Chipotle Mexican Grill in Q4 2022 and held it in 9 quarters.
Kennedy Investment Group's Chipotle Mexican Grill position peaked at $308K in Q4 2022.
1,356 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on Kennedy Investment Group's 13F filing for Q3 2025, filed 28 Oct 2025.