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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
Q2 		– Sell
-217,172
Closed -$6.95M – 500
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
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

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

Moran Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 217,172 shares — an estimated $6.95M sold.

Moran Wealth Management first reported a position in CMG in Q4 2023 and held it in 10 quarters. The position peaked at $17.4M in Q4 2025. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Moran Wealth Management reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 217,172 Chipotle Mexican Grill shares in Q2 2026, an estimated $6.95M.
  • Moran Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2023 and held it in 10 quarters.
  • Moran Wealth Management's Chipotle Mexican Grill position peaked at $17.4M in Q4 2025.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.