Munro Partners’s Chipotle Mexican Grill CMG Stock Holding History

Munro Partners’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 Q1	–	Sell	-1,317,175	Closed	-$79.4M	–	67
2024 Q4	$79.4M	Buy	1,317,175 +11,740	+0.9%	+$708K	2.64%	16
2024 Q3	$75.2M	Buy	1,305,435 +325,840	+33%	+$18M	2.74%	13
2024 Q2	$61.4M	Sell	979,595 -364,855	-27%	-$22.7M	2.27%	19
2024 Q1	$78.2M	Sell	1,344,450 -57,000	-4%	-$2.91M	2.8%	12
2023 Q4	$64.1M	Sell	1,401,450 -233,500	-14%	-$9.72M	2.87%	14
2023 Q3	$59.9M	Sell	1,634,950 -107,300	-6%	-$4.18M	3.02%	14
2023 Q2	$74.5M	Buy	1,742,250 +426,000	+32%	+$16.9M	3.43%	13
2023 Q1	$45M	Buy	1,316,250 +798,500	+154%	+$25.1M	2.2%	21
2022 Q4	$14.4M	Buy	+517,750	New	+$15.5M	0.82%	21

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Munro Partners's CMG Position: Q1 2025 in Review

Munro Partners sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 1,317,175 shares — an estimated $79.4M sold.

Munro Partners first reported a position in CMG in Q4 2022 and held it in 9 quarters. The position peaked at $79.4M in Q4 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

Munro Partners reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
Munro Partners sold 1,317,175 Chipotle Mexican Grill shares in Q1 2025, an estimated $79.4M.
Munro Partners first reported a position in Chipotle Mexican Grill in Q4 2022 and held it in 9 quarters.
Munro Partners's Chipotle Mexican Grill position peaked at $79.4M in Q4 2024.
1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on Munro Partners's 13F filing for Q1 2025, filed 14 Oct 2025.