Larson Financial Group
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Larson Financial Group’s Chipotle Mexican Grill CMG Stock Holding History

Larson Financial 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
Q3 		$759K Sell
23,756
-5,244
-18% -$182K 0.02% 456
2026
Q2 		$986K Buy
29,000
+16,513
+132% +$539K 0.03% 369
2026
Q1 		$400K Buy
12,487
+6,439
+106% +$238K 0.01% 546
2025
Q4 		$224K Buy
6,048
+2,694
+80% +$97.4K 0.01% 668
2025
Q3 		$131K Sell
3,354
-1,500
-31% -$67.5K ﹤0.01% 801
2025
Q2 		$273K Buy
4,854
+1,652
+52% +$84K 0.01% 599
2025
Q1 		$161K Buy
3,202
+1,347
+73% +$73.3K 0.01% 670
2024
Q4 		$112K Sell
1,855
-723
-28% -$43.6K 0.01% 708
2024
Q3 		$149K Sell
2,578
-522
-17% -$28.9K 0.01% 640
2024
Q2 		$194K Buy
3,100
+1,200
+63% +$74.6K 0.01% 473
2024
Q1 		$110K Buy
1,900
+100
+6% +$5.11K 0.01% 519
2023
Q4 		$82.3K Buy
1,800
+400
+29% +$16.6K 0.01% 532
2023
Q3 		$51.3K Buy
1,400
+150
+12% +$5.85K 0.01% 605
2023
Q2 		$53.5K Buy
1,250
+350
+39% +$13.8K 0.01% 542
2023
Q1 		$30.7K Hold
900
– – ﹤0.01% 641
2022
Q4 		$25K Hold
900
– – ﹤0.01% 645
2022
Q3 		$27K Buy
900
+300
+50% +$9.3K ﹤0.01% 561
2022
Q2 		$16K Buy
600
+250
+71% +$6.96K ﹤0.01% 596
2022
Q1 		$11K Sell
350
-100
-22% -$3.01K ﹤0.01% 630
2021
Q4 		$16K Buy
450
+150
+50% +$5.28K ﹤0.01% 591
2021
Q3 		$11K Hold
300
– – ﹤0.01% 568
2021
Q2 		$9K Hold
300
– – ﹤0.01% 572
2021
Q1 		$9K Buy
+300
New +$8.68K ﹤0.01% 564
2020
Q1 		– Sell
-1,750
Closed -$29K – 550
2019
Q4 		$29K Buy
+1,750
New +$28.1K 0.02% 191
2019
Q1 		– Sell
-50
Closed – – 499
2018
Q4 		$0 Buy
+50
New +$452 ﹤0.01% 478

Other funds holding CMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Larson Financial Group's CMG Position: Q3 2026 in Review

Larson Financial Group reduced its Chipotle Mexican Grill (CMG) stake by 18% in Q3 2026, selling an estimated $182K and leaving 23,756 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #456.

Larson Financial Group first reported a position in CMG in Q4 2018 and has held it in 25 quarters since. The position peaked at $986K in Q2 2026. 729 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Larson Financial Group held 23,756 shares of Chipotle Mexican Grill worth $759K as of Q3 2026.
  • Larson Financial Group sold 5,244 Chipotle Mexican Grill shares in Q3 2026, an estimated $182K.
  • Chipotle Mexican Grill made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #456 holding.
  • Larson Financial Group first reported a position in Chipotle Mexican Grill in Q4 2018 and has held it in 25 quarters since.
  • Larson Financial Group's Chipotle Mexican Grill position peaked at $986K in Q2 2026.
  • 729 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.