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Kingswood Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Kingswood Wealth Advisors’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
-5,806
Closed -$215K – 936
2025
Q4 		$215K Buy
+5,806
New +$210K 0.01% 797
2025
Q3 		– Sell
-3,747
Closed -$210K – 800
2025
Q2 		$210K Sell
3,747
-271
-7% -$13.8K 0.02% 687
2025
Q1 		$203K Sell
4,018
-431
-10% -$23.4K 0.02% 680
2024
Q4 		$268K Sell
4,449
-28,386
-86% -$1.71M 0.02% 645
2024
Q3 		$1.89M Sell
32,835
-9,716
-23% -$538K 0.13% 175
2024
Q2 		$2.67M Buy
42,551
+12,651
+42% +$786K 0.24% 92
2024
Q1 		$1.74M Sell
29,900
-1,450
-5% -$74.1K 0.2% 122
2023
Q4 		$1.43M Sell
31,350
-1,950
-6% -$81.1K 0.16% 145
2023
Q3 		$1.22M Buy
+33,300
New +$1.3M 0.21% 125

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's CMG Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 5,806 shares — an estimated $215K sold.

Kingswood Wealth Advisors first reported a position in CMG in Q3 2023 and held it in 9 quarters. The position peaked at $2.67M in Q2 2024. 1,247 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,806 Chipotle Mexican Grill shares in Q1 2026, an estimated $215K.
  • Kingswood Wealth Advisors first reported a position in Chipotle Mexican Grill in Q3 2023 and held it in 9 quarters.
  • Kingswood Wealth Advisors's Chipotle Mexican Grill position peaked at $2.67M in Q2 2024.
  • 1,247 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.