MWM
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Mission Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Mission 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
2024
Q3 		– Hold
0
– -$12.5K – 690
2024
Q2 		– Hold
0
– – – 669

Other funds holding CMG

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mission Wealth Management's CMG Position: Q2 2026 in Review

Mission Wealth Management increased its Chipotle Mexican Grill (CMG) stake by 27% in Q2 2026, buying an estimated $70.9K and bringing the position to 10,252 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Mission Wealth Management first reported a position in CMG in Q3 2021 and has held it in 17 quarters since. The position peaked at $700K in Q4 2024. 301 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Mission Wealth Management held 10,252 shares of Chipotle Mexican Grill worth $349K as of Q2 2026.
  • Mission Wealth Management bought 2,171 Chipotle Mexican Grill shares in Q2 2026, an estimated $70.9K.
  • Chipotle Mexican Grill made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #819 holding.
  • Mission Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2021 and has held it in 17 quarters since.
  • Mission Wealth Management's Chipotle Mexican Grill position peaked at $700K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.