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Moneta Group Investment Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Moneta Group Investment 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 		– Sell
-6,529
Closed -$209K – 890
2026
Q1 		$209K Sell
6,529
-1,155
-15% -$42.7K ﹤0.01% 758
2025
Q4 		$284K Sell
7,684
-188
-2% -$6.8K ﹤0.01% 645
2025
Q3 		$309K Buy
7,872
+1,699
+28% +$76.5K ﹤0.01% 612
2025
Q2 		$347K Sell
6,173
-4,081
-40% -$208K ﹤0.01% 525
2025
Q1 		$515K Sell
10,254
-4,705
-31% -$256K 0.01% 412
2024
Q4 		$902K Buy
14,959
+51
+0.3% +$3.07K 0.01% 299
2024
Q3 		$859K Buy
14,908
+1,397
+10% +$77.3K 0.01% 301
2024
Q2 		$846K Sell
13,511
-423,989
-97% -$26.3M 0.01% 290
2024
Q1 		$509K Buy
+437,500
New +$22.4M 0.01% 374
2023
Q1 		– Sell
-6,550
Closed -$216K – 543
2022
Q4 		$216K Buy
+6,550
New +$196K 0.01% 424
2018
Q2 		– Sell
-200
Closed -$1K – 429
2018
Q1 		$1K Buy
+200
New +$1.26K ﹤0.01% 572

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

Moneta Group Investment Advisors's CMG Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 6,529 shares — an estimated $209K sold.

Moneta Group Investment Advisors first reported a position in CMG in Q1 2018 and held it in 11 quarters. The position peaked at $902K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,529 Chipotle Mexican Grill shares in Q2 2026, an estimated $209K.
  • Moneta Group Investment Advisors first reported a position in Chipotle Mexican Grill in Q1 2018 and held it in 11 quarters.
  • Moneta Group Investment Advisors's Chipotle Mexican Grill position peaked at $902K in Q4 2024.
  • 1,194 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.