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

Kingsview 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
2026
Q2 		$719K Sell
21,147
-900
-4% -$29.4K 0.01% 850
2026
Q1 		$706K Buy
22,047
+151
+0.7% +$5.58K 0.01% 784
2025
Q4 		$810K Buy
21,896
+2,552
+13% +$92.3K 0.01% 693
2025
Q3 		$758K Buy
19,344
+548
+3% +$24.7K 0.01% 677
2025
Q2 		$1.06M Sell
18,796
-364
-2% -$18.5K 0.02% 570
2025
Q1 		$962K Sell
19,160
-2,057
-10% -$112K 0.02% 545
2024
Q4 		$1.28M Sell
21,217
-2,334
-10% -$141K 0.02% 490
2024
Q3 		$1.36M Sell
23,551
-5,183
-18% -$287K 0.03% 462
2024
Q2 		$1.8M Buy
28,734
+2,684
+10% +$167K 0.04% 375
2024
Q1 		$1.51M Buy
26,050
+7,600
+41% +$389K 0.04% 405
2023
Q4 		$844K Sell
18,450
-300
-2% -$12.5K 0.03% 514
2023
Q3 		$687K Sell
18,750
-1,200
-6% -$46.8K 0.02% 539
2023
Q2 		$853K Sell
19,950
-250
-1% -$9.89K 0.03% 456
2023
Q1 		$690K Sell
20,200
-17,000
-46% -$534K 0.03% 492
2022
Q4 		$1.03M Sell
37,200
-5,000
-12% -$149K 0.04% 341
2022
Q3 		$1.27M Buy
42,200
+2,650
+7% +$82.1K 0.06% 287
2022
Q2 		$1.03M Buy
39,550
+2,650
+7% +$73.8K 0.05% 357
2022
Q1 		$1.17M Buy
36,900
+13,100
+55% +$394K 0.05% 347
2021
Q4 		$832K Buy
23,800
+2,400
+11% +$84.5K 0.03% 450
2021
Q3 		$778K Buy
21,400
+200
+0.9% +$7.28K 0.04% 444
2021
Q2 		$652K Buy
21,200
+50
+0.2% +$1.43K 0.03% 489
2021
Q1 		$608K Buy
21,150
+1,400
+7% +$40.5K 0.03% 463
2020
Q4 		$548K Buy
+19,750
New +$518K 0.04% 428

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kingsview Wealth Management's CMG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 4.1% in Q2 2026, selling an estimated $29.4K and leaving 21,147 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #850.

Kingsview Wealth Management first reported a position in CMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q2 2024. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Kingsview Wealth Management held 21,147 shares of Chipotle Mexican Grill worth $719K as of Q2 2026.
  • Kingsview Wealth Management sold 900 Chipotle Mexican Grill shares in Q2 2026, an estimated $29.4K.
  • Chipotle Mexican Grill made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #850 holding.
  • Kingsview Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2020 and has held it in 23 quarters since.
  • Kingsview Wealth Management's Chipotle Mexican Grill position peaked at $1.8M in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.