Kovitz Investment Group Partners’s Chipotle Mexican Grill CMG Stock Holding History

Kovitz Investment Group Partners’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	-685,163	Closed	-$26.9M	–	608
2025 Q3	$26.9M	Buy	685,163 +521,866	+320%	+$23.5M	0.1%	179
2025 Q2	$9.17M	Sell	163,297 -77,615	-32%	-$3.95M	0.04%	326
2025 Q1	$12.1M	Sell	240,912 -6,405	-3%	-$348K	0.06%	231
2024 Q4	$14.9M	Buy	247,317 +208	+0.1%	+$12.5K	0.07%	208
2024 Q3	$11.1M	Buy	+247,109	New	+$13.7M	0.08%	210
2023 Q2	–	Sell	-8,850	Closed	-$302K	–	415
2023 Q1	$302K	Buy	+8,850	New	+$278K	0.01%	371

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Kovitz Investment Group Partners's CMG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 685,163 shares — an estimated $26.9M sold.

Kovitz Investment Group Partners first reported a position in CMG in Q1 2023 and held it in 6 quarters. The position peaked at $26.9M in Q3 2025. 1,342 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 685,163 Chipotle Mexican Grill shares in Q4 2025, an estimated $26.9M.
Kovitz Investment Group Partners first reported a position in Chipotle Mexican Grill in Q1 2023 and held it in 6 quarters.
Kovitz Investment Group Partners's Chipotle Mexican Grill position peaked at $26.9M in Q3 2025.
1,342 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.