Next Level Wealth Planning’s Chipotle Mexican Grill CMG Stock Holding History

Next Level Wealth Planning’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 Q3	$1.47K	Buy	+46	New	+$1.6K	﹤0.01%	479

Other funds holding CMG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's CMG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Chipotle Mexican Grill (CMG) in Q3 2026: 46 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

614 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

Next Level Wealth Planning held 46 shares of Chipotle Mexican Grill worth $1.47K as of Q3 2026.
Chipotle Mexican Grill was a new Next Level Wealth Planning position in Q3 2026.
Chipotle Mexican Grill made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #479 holding.
614 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.