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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
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 $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

Kingsview Wealth Management's CMG Position: Q1 2026 in Review

Kingsview Wealth Management increased its Chipotle Mexican Grill (CMG) stake by 0.69% in Q1 2026, buying an estimated $5.58K and bringing the position to 22,047 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #784.

Kingsview Wealth Management first reported a position in CMG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.8M in Q2 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Kingsview Wealth Management held 22,047 shares of Chipotle Mexican Grill worth $706K as of Q1 2026.
  • Kingsview Wealth Management bought 151 Chipotle Mexican Grill shares in Q1 2026, an estimated $5.58K.
  • Chipotle Mexican Grill made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #784 holding.
  • Kingsview Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2020 and has held it in 22 quarters since.
  • Kingsview Wealth Management's Chipotle Mexican Grill position peaked at $1.8M in Q2 2024.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.