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Mount Yale Investment Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Mount Yale 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 		$1.21M Buy
35,506
+3,564
+11% +$116K 0.02% 535
2026
Q1 		$1.02M Buy
+31,942
New +$1.18M 0.02% 514
2025
Q4 		– Sell
-19,124
Closed -$749K – 731
2025
Q3 		$749K Buy
19,124
+1,578
+9% +$71K 0.05% 336
2025
Q2 		$985K Buy
17,546
+756
+5% +$38.5K 0.08% 205
2025
Q1 		$843K Sell
16,790
-323
-2% -$17.6K 0.07% 223
2024
Q4 		$1.03M Buy
+17,113
New +$1.03M 0.08% 192

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CMG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Chipotle Mexican Grill (CMG) stake by 11% in Q2 2026, buying an estimated $116K and bringing the position to 35,506 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #535.

Mount Yale Investment Advisors first reported a position in CMG in Q4 2024 and has held it in 6 quarters since. 1,195 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Mount Yale Investment Advisors held 35,506 shares of Chipotle Mexican Grill worth $1.21M as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,564 Chipotle Mexican Grill shares in Q2 2026, an estimated $116K.
  • Chipotle Mexican Grill made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #535 holding.
  • Mount Yale Investment Advisors first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 6 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.