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Loring Wolcott & Coolidge Fiduciary Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$336K Sell
9,880
-3,700
-27% -$121K ﹤0.01% 273
2026
Q1 		$463K Buy
13,580
+50
+0.4% +$1.85K ﹤0.01% 245
2025
Q4 		$536K Buy
13,530
+730
+6% +$26.4K ﹤0.01% 234
2025
Q3 		$535K Sell
12,800
-4,975
-28% -$224K ﹤0.01% 237
2025
Q2 		$998K Hold
17,775
– – 0.01% 156
2025
Q1 		$867K Hold
17,775
– – 0.01% 163
2024
Q4 		$1.04M Hold
17,775
– – 0.01% 164
2024
Q3 		$1.06M Hold
17,775
– – 0.01% 158
2024
Q2 		$1.03M Sell
17,775
-75
-0.4% -$4.66K 0.01% 149
2024
Q1 		$1.03M Sell
17,850
-200
-1% -$10.2K 0.01% 145
2023
Q4 		$870K Hold
18,050
– – 0.01% 161
2023
Q3 		$735K Buy
18,050
+2,150
+14% +$83.8K 0.01% 169
2023
Q2 		$680K Sell
15,900
-1,250
-7% -$49.4K 0.01% 179
2023
Q1 		$586K Sell
17,150
-6,000
-26% -$189K 0.01% 188
2022
Q4 		$642K Buy
23,150
+1,750
+8% +$52.3K 0.01% 179
2022
Q3 		$643K Buy
21,400
+750
+4% +$23.2K 0.01% 180
2022
Q2 		$540K Sell
20,650
-5,250
-20% -$146K 0.01% 197
2022
Q1 		$819K Buy
25,900
+3,200
+14% +$96.4K 0.01% 176
2021
Q4 		$794K Buy
22,700
+1,550
+7% +$54.6K 0.01% 193
2021
Q3 		$769K Buy
21,150
+8,350
+65% +$304K 0.01% 188
2021
Q2 		$397K Sell
12,800
-150
-1% -$4.28K ﹤0.01% 247
2021
Q1 		$368K Buy
12,950
+150
+1% +$4.34K ﹤0.01% 235
2020
Q4 		$355K Buy
12,800
+150
+1% +$3.94K ﹤0.01% 234
2020
Q3 		$315K Hold
12,650
– – ﹤0.01% 226
2020
Q2 		$266K Sell
12,650
-2,200
-15% -$40.7K ﹤0.01% 226
2020
Q1 		$194K Sell
14,850
-250
-2% -$3.95K ﹤0.01% 237
2019
Q4 		$253K Hold
15,100
– – ﹤0.01% 249
2019
Q3 		$254K Buy
15,100
+200
+1% +$3.19K ﹤0.01% 242
2019
Q2 		$218K Sell
14,900
-2,550
-15% -$36K ﹤0.01% 255
2019
Q1 		$248K Sell
17,450
-850
-5% -$9.86K ﹤0.01% 240
2018
Q4 		$158K Hold
18,300
– – ﹤0.01% 273
2018
Q3 		$166K Hold
18,300
– – ﹤0.01% 281
2018
Q2 		$158K Sell
18,300
-4,000
-18% -$32.7K ﹤0.01% 294
2018
Q1 		$144K Sell
22,300
-2,000
-8% -$12.6K ﹤0.01% 313
2017
Q4 		$140K Buy
24,300
+3,900
+19% +$23.3K ﹤0.01% 324
2017
Q3 		$126K Buy
20,400
+100
+0.5% +$674 ﹤0.01% 330
2017
Q2 		$140K Buy
20,300
+2,750
+16% +$25.5K ﹤0.01% 311
2017
Q1 		$156K Sell
17,550
-1,250
-7% -$10.3K ﹤0.01% 297
2016
Q4 		$142K Buy
18,800
+2,400
+15% +$18.9K ﹤0.01% 303
2016
Q3 		$139K Sell
16,400
-2,600
-14% -$21.4K ﹤0.01% 303
2016
Q2 		$153K Sell
19,000
-750
-4% -$6.52K ﹤0.01% 283
2016
Q1 		$186K Buy
19,750
+2,850
+17% +$27.1K ﹤0.01% 248
2015
Q4 		$162K Sell
16,900
-24,700
-59% -$302K ﹤0.01% 283
2015
Q3 		$503K Hold
41,600
– – 0.01% 201
2015
Q2 		$503K Buy
41,600
+100
+0.2% +$1.26K 0.01% 201
2015
Q1 		$540K Buy
41,500
+2,250
+6% +$30.7K 0.01% 201
2014
Q4 		$537K Hold
39,250
– – 0.01% 193
2014
Q3 		$523K Buy
39,250
+1,000
+3% +$13.1K 0.01% 186
2014
Q2 		$453K Buy
38,250
+3,250
+9% +$35.2K 0.01% 201
2014
Q1 		$398K Buy
35,000
+3,850
+12% +$42.4K 0.01% 208
2013
Q4 		$332K Hold
31,150
– – 0.01% 219
2013
Q3 		$267K Hold
31,150
– – 0.01% 225
2013
Q2 		$227K Buy
+31,150
New +$223K 0.01% 240

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CMG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Chipotle Mexican Grill (CMG) stake by 27% in Q2 2026, selling an estimated $121K and leaving 9,880 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CMG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.06M in Q3 2024. 643 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 9,880 shares of Chipotle Mexican Grill worth $336K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 3,700 Chipotle Mexican Grill shares in Q2 2026, an estimated $121K.
  • Chipotle Mexican Grill made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #273 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Chipotle Mexican Grill in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Chipotle Mexican Grill position peaked at $1.06M in Q3 2024.
  • 643 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.