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

Lloyd 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
Q2 		– Sell
-60
Closed -$1.92K – 701
2026
Q1 		$1.92K Buy
+60
New +$2.22K ﹤0.01% 670
2022
Q2 		– Sell
-950
Closed -$30K – 151
2022
Q1 		$30K Buy
+950
New +$28.6K 0.01% 290

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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 $3.37T AUM 44.26% 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

Lloyd Advisory Services's CMG Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 60 shares — an estimated $1.92K sold.

Lloyd Advisory Services first reported a position in CMG in Q1 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2022. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 60 Chipotle Mexican Grill shares in Q2 2026, an estimated $1.92K.
  • Lloyd Advisory Services first reported a position in Chipotle Mexican Grill in Q1 2022 and held it in 2 quarters.
  • Lloyd Advisory Services's Chipotle Mexican Grill position peaked at $30K in Q1 2022.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.