Moran Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Moran 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
2026 Q1	$6.95M	Sell	217,172 -253,042	-54%	-$9.36M	0.21%	154
2025 Q4	$17.4M	Buy	470,214 +168,834	+56%	+$6.11M	0.53%	53
2025 Q3	$11.8M	Buy	301,380 +92,202	+44%	+$4.15M	0.36%	90
2025 Q2	$11.7M	Buy	209,178 +661	+0.3%	+$33.6K	0.36%	86
2025 Q1	$10.5M	Buy	208,517 +195,946	+1,559%	+$10.7M	0.35%	92
2024 Q4	$758K	Sell	12,571 -197	-2%	-$11.9K	0.02%	321
2024 Q3	$736K	Buy	12,768 +1,588	+14%	+$87.9K	0.02%	328
2024 Q2	$700K	Buy	11,180 +3,080	+38%	+$191K	0.02%	309
2024 Q1	$471K	Buy	8,100 +3,650	+82%	+$187K	0.02%	328
2023 Q4	$204K	Buy	+4,450	New	+$185K	0.01%	405

Other funds holding CMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's CMG Position: Q1 2026 in Review

Moran Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 54% in Q1 2026, selling an estimated $9.36M and leaving 217,172 shares worth $6.95M. The position accounts for 0.21% of the portfolio, ranked #154.

Moran Wealth Management first reported a position in CMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.4M in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Moran Wealth Management held 217,172 shares of Chipotle Mexican Grill worth $6.95M as of Q1 2026.
Moran Wealth Management sold 253,042 Chipotle Mexican Grill shares in Q1 2026, an estimated $9.36M.
Chipotle Mexican Grill made up 0.21% of Moran Wealth Management's portfolio in Q1 2026, its #154 holding.
Moran Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 10 quarters since.
Moran Wealth Management's Chipotle Mexican Grill position peaked at $17.4M in Q4 2025.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.