Lakeshore Capital Group’s Chipotle Mexican Grill CMG Stock Holding History

Lakeshore Capital Group’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	$500K	Buy	15,622 +393	+3%	+$14.5K	0.41%	64
2025 Q4	$563K	Buy	15,229 +597	+4%	+$21.6K	0.45%	63
2025 Q3	$573K	Buy	14,632 +272	+2%	+$12.2K	0.46%	64
2025 Q2	$806K	Buy	14,360 +2,227	+18%	+$113K	0.72%	42
2025 Q1	$609K	Buy	12,133 +163	+1%	+$8.87K	0.59%	54
2024 Q4	$722K	Buy	+11,970	New	+$721K	1.09%	33

Other funds holding CMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lakeshore Capital Group's CMG Position: Q1 2026 in Review

Lakeshore Capital Group increased its Chipotle Mexican Grill (CMG) stake by 2.6% in Q1 2026, buying an estimated $14.5K and bringing the position to 15,622 shares worth $500K. The position accounts for 0.41% of the portfolio, ranked #64.

Lakeshore Capital Group first reported a position in CMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $806K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Lakeshore Capital Group held 15,622 shares of Chipotle Mexican Grill worth $500K as of Q1 2026.
Lakeshore Capital Group bought 393 Chipotle Mexican Grill shares in Q1 2026, an estimated $14.5K.
Chipotle Mexican Grill made up 0.41% of Lakeshore Capital Group's portfolio in Q1 2026, its #64 holding.
Lakeshore Capital Group first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 6 quarters since.
Lakeshore Capital Group's Chipotle Mexican Grill position peaked at $806K in Q2 2025.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.