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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's CMG Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Chipotle Mexican Grill (CMG) stake by 15% in Q1 2026, selling an estimated $42.7K and leaving 6,529 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Moneta Group Investment Advisors first reported a position in CMG in Q1 2018 and has held it in 11 quarters since. The position peaked at $902K in Q4 2024. 1,244 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Moneta Group Investment Advisors held 6,529 shares of Chipotle Mexican Grill worth $209K as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,155 Chipotle Mexican Grill shares in Q1 2026, an estimated $42.7K.
  • Chipotle Mexican Grill made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #758 holding.
  • Moneta Group Investment Advisors first reported a position in Chipotle Mexican Grill in Q1 2018 and has held it in 11 quarters since.
  • Moneta Group Investment Advisors's Chipotle Mexican Grill position peaked at $902K in Q4 2024.
  • 1,244 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.