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Marks Group Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Marks Group Wealth Management’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
-10,844
Closed -$347K – 355
2026
Q1 		$347K Buy
10,844
+1,104
+11% +$40.8K 0.03% 279
2025
Q4 		$360K Sell
9,740
-95,981
-91% -$3.47M 0.03% 272
2025
Q3 		$4.14M Sell
105,721
-4,520
-4% -$204K 0.39% 91
2025
Q2 		$6.19M Buy
110,241
+1,427
+1% +$72.6K 0.58% 75
2025
Q1 		$5.46M Buy
108,814
+3,728
+4% +$203K 0.53% 75
2024
Q4 		$6.34M Buy
105,086
+1,943
+2% +$117K 0.62% 73
2024
Q3 		$5.94M Buy
103,143
+48,937
+90% +$2.71M 0.57% 73
2024
Q2 		$3.4M Buy
54,206
+456
+0.8% +$28.3K 0.36% 90
2024
Q1 		$3.12M Buy
53,750
+1,800
+3% +$92K 0.33% 91
2023
Q4 		$2.38M Buy
51,950
+22,550
+77% +$938K 0.27% 105
2023
Q3 		$1.08M Sell
29,400
-450
-2% -$17.5K 0.13% 154
2023
Q2 		$1.28M Sell
29,850
-300
-1% -$11.9K 0.15% 146
2023
Q1 		$1.03M Buy
30,150
+650
+2% +$20.4K 0.13% 157
2022
Q4 		$819K Buy
+29,500
New +$881K 0.11% 176

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 $3.37T 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

Marks Group Wealth Management's CMG Position: Q2 2026 in Review

Marks Group Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 10,844 shares — an estimated $347K sold.

Marks Group Wealth Management first reported a position in CMG in Q4 2022 and held it in 14 quarters. The position peaked at $6.34M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Marks Group Wealth Management reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,844 Chipotle Mexican Grill shares in Q2 2026, an estimated $347K.
  • Marks Group Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2022 and held it in 14 quarters.
  • Marks Group Wealth Management's Chipotle Mexican Grill position peaked at $6.34M in Q4 2024.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.