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Medallion Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Medallion Wealth 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 		$136 Buy
+4
New +$131 ﹤0.01% 1110
2025
Q3 		– Sell
-40
Closed -$2.33K – 1108
2025
Q2 		$2.33K Hold
40
– – ﹤0.01% 941
2025
Q1 		$2.07K Hold
40
– – ﹤0.01% 912
2024
Q4 		$2.41K Buy
+40
New +$2.41K ﹤0.01% 838

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

Medallion Wealth Advisors's CMG Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 4 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in CMG as recently as Q2 2025.

Medallion Wealth Advisors first reported a position in CMG in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.41K in Q4 2024. 1,195 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Medallion Wealth Advisors held 4 shares of Chipotle Mexican Grill worth $136 as of Q2 2026.
  • Chipotle Mexican Grill was a new Medallion Wealth Advisors position in Q2 2026.
  • Chipotle Mexican Grill made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1110 holding.
  • Medallion Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Chipotle Mexican Grill position peaked at $2.41K in Q4 2024.
  • 1,195 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.