Melone Private Wealth
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Melone Private Wealth’s Chipotle Mexican Grill CMG Stock Holding History

Melone Private Wealth’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
Q3 		– Sell
-9,500
Closed -$323K – 57
2026
Q2 		$323K Hold
9,500
– – 0.12% 51
2026
Q1 		$304K Buy
+9,500
New +$351K 0.12% 54

Other funds holding CMG

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Melone Private Wealth's CMG Position: Q3 2026 in Review

Melone Private Wealth sold out of Chipotle Mexican Grill (CMG) in Q3 2026, closing a stake of 9,500 shares — an estimated $323K sold.

Melone Private Wealth first reported a position in CMG in Q1 2026 and held it in 2 quarters. The position peaked at $323K in Q2 2026. 420 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Melone Private Wealth reported no remaining Chipotle Mexican Grill position as of Q3 2026 after selling out during the quarter.
  • Melone Private Wealth sold 9,500 Chipotle Mexican Grill shares in Q3 2026, an estimated $323K.
  • Melone Private Wealth first reported a position in Chipotle Mexican Grill in Q1 2026 and held it in 2 quarters.
  • Melone Private Wealth's Chipotle Mexican Grill position peaked at $323K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.