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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
Q2 		$215K Sell
6,325
-98
-2% -$3.2K 0.04% 352
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Legacy Capital Wealth Partners's CMG Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Chipotle Mexican Grill (CMG) stake by 1.5% in Q2 2026, selling an estimated $3.2K and leaving 6,325 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #352.

Legacy Capital Wealth Partners first reported a position in CMG in Q2 2024 and has held it in 8 quarters since. The position peaked at $361K in Q2 2025. 1,196 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Legacy Capital Wealth Partners held 6,325 shares of Chipotle Mexican Grill worth $215K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 98 Chipotle Mexican Grill shares in Q2 2026, an estimated $3.2K.
  • Chipotle Mexican Grill made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #352 holding.
  • Legacy Capital Wealth Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 8 quarters since.
  • Legacy Capital Wealth Partners's Chipotle Mexican Grill position peaked at $361K in Q2 2025.
  • 1,196 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.