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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
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
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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's CMG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Chipotle Mexican Grill (CMG) in Q1 2026: 31,942 shares worth $1.02M. The stake represents 0.02% of the portfolio and ranks #514 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CMG as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in CMG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2024. 1,245 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Mount Yale Investment Advisors held 31,942 shares of Chipotle Mexican Grill worth $1.02M as of Q1 2026.
  • Chipotle Mexican Grill was a new Mount Yale Investment Advisors position in Q1 2026.
  • Chipotle Mexican Grill made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #514 holding.
  • Mount Yale Investment Advisors first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Chipotle Mexican Grill position peaked at $1.03M in Q4 2024.
  • 1,245 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.