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Legacy Capital Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

Legacy Capital Wealth 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
2026
Q1 		$206K Buy
6,423
+113
+2% +$4.18K 0.04% 369
2025
Q4 		$233K Buy
+6,310
New +$228K 0.05% 337
2025
Q3 		– Sell
-6,430
Closed -$361K – 381
2025
Q2 		$361K Buy
6,430
+461
+8% +$23.5K 0.08% 273
2025
Q1 		$300K Buy
5,969
+338
+6% +$18.4K 0.07% 278
2024
Q4 		$340K Buy
5,631
+1,747
+45% +$105K 0.08% 247
2024
Q3 		$224K Sell
3,884
-455
-10% -$25.2K 0.04% 324
2024
Q2 		$272K Buy
+4,339
New +$270K 0.07% 258

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Wealth Partners's CMG Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Chipotle Mexican Grill (CMG) stake by 1.8% in Q1 2026, buying an estimated $4.18K and bringing the position to 6,423 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #369.

Legacy Capital Wealth Partners first reported a position in CMG in Q2 2024 and has held it in 7 quarters since. The position peaked at $361K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Legacy Capital Wealth Partners held 6,423 shares of Chipotle Mexican Grill worth $206K as of Q1 2026.
  • Legacy Capital Wealth Partners bought 113 Chipotle Mexican Grill shares in Q1 2026, an estimated $4.18K.
  • Chipotle Mexican Grill made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #369 holding.
  • Legacy Capital Wealth Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 7 quarters since.
  • Legacy Capital Wealth Partners's Chipotle Mexican Grill position peaked at $361K in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.