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Morningstar Investment Management’s Chipotle Mexican Grill CMG Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-18,931
Closed -$742K – 353
2025
Q3 		$742K Buy
18,931
+10,596
+127% +$477K 0.03% 396
2025
Q2 		$468K Buy
+8,335
New +$424K 0.04% 119
2025
Q1 		– Sell
-7,486
Closed -$451K – 102
2024
Q4 		$451K Hold
7,486
– – 0.04% 132
2024
Q3 		$444K Buy
7,486
+286
+4% +$15.8K 0.04% 140
2024
Q2 		$451K Hold
7,200
– – 0.05% 129
2024
Q1 		$419K Hold
7,200
– – 0.05% 133
2023
Q4 		$329K Hold
7,200
– – 0.04% 150
2023
Q3 		$264K Hold
7,200
– – 0.04% 136
2023
Q2 		$308K Buy
+7,200
New +$285K 0.04% 129

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Morningstar Investment Management's CMG Position: Q4 2025 in Review

Morningstar Investment Management sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 18,931 shares — an estimated $742K sold.

Morningstar Investment Management first reported a position in CMG in Q2 2023 and held it in 9 quarters. The position peaked at $742K in Q3 2025. 1,342 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

  • Morningstar Investment Management reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 18,931 Chipotle Mexican Grill shares in Q4 2025, an estimated $742K.
  • Morningstar Investment Management first reported a position in Chipotle Mexican Grill in Q2 2023 and held it in 9 quarters.
  • Morningstar Investment Management's Chipotle Mexican Grill position peaked at $742K in Q3 2025.
  • 1,342 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.