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KPP Advisory Services’s Chipotle Mexican Grill CMG Stock Holding History

KPP Advisory Services’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
-5,927
Closed -$219K – 352
2025
Q4 		$219K Sell
5,927
-2,586
-30% -$93.5K 0.03% 313
2025
Q3 		$334K Buy
+8,513
New +$383K 0.05% 260

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

KPP Advisory Services's CMG Position: Q1 2026 in Review

KPP Advisory Services sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 5,927 shares — an estimated $219K sold.

KPP Advisory Services first reported a position in CMG in Q3 2025 and held it in 2 quarters. The position peaked at $334K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • KPP Advisory Services reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • KPP Advisory Services sold 5,927 Chipotle Mexican Grill shares in Q1 2026, an estimated $219K.
  • KPP Advisory Services first reported a position in Chipotle Mexican Grill in Q3 2025 and held it in 2 quarters.
  • KPP Advisory Services's Chipotle Mexican Grill position peaked at $334K in Q3 2025.
  • 1,247 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.