Northern Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Northern Financial 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	$342K	Buy	10,692 +1,520	+17%	+$56.2K	0.25%	90
2025 Q4	$339K	Sell	9,172 -1,864	-17%	-$67.4K	0.39%	69
2025 Q3	$432K	Sell	11,036 -1,813	-14%	-$81.6K	0.23%	92
2025 Q2	$721K	Buy	12,849 +1	+0%	+$51	0.54%	53
2025 Q1	$645K	Hold	12,848	–	–	0.53%	59
2024 Q4	$775K	Sell	12,848 -1,444	-10%	-$87K	0.62%	49
2024 Q3	$824K	Sell	14,292 -350	-2%	-$19.4K	0.62%	52
2024 Q2	$917K	Sell	14,642 -258	-2%	-$16K	0.74%	47
2024 Q1	$866K	Hold	14,900	–	–	0.68%	51
2023 Q4	$682K	Hold	14,900	–	–	0.57%	60
2023 Q3	$546K	Sell	14,900 -50	-0.3%	-$1.95K	0.5%	62
2023 Q2	$640K	Hold	14,950	–	–	0.56%	56
2023 Q1	$511K	Sell	14,950 -1,200	-7%	-$37.7K	0.48%	67
2022 Q4	$448K	Buy	+16,150	New	+$483K	0.51%	61

Other funds holding CMG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Northern Financial Advisors's CMG Position: Q1 2026 in Review

Northern Financial Advisors increased its Chipotle Mexican Grill (CMG) stake by 17% in Q1 2026, buying an estimated $56.2K and bringing the position to 10,692 shares worth $342K. The position accounts for 0.25% of the portfolio, ranked #90.

Northern Financial Advisors first reported a position in CMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $917K in Q2 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Northern Financial Advisors held 10,692 shares of Chipotle Mexican Grill worth $342K as of Q1 2026.
Northern Financial Advisors bought 1,520 Chipotle Mexican Grill shares in Q1 2026, an estimated $56.2K.
Chipotle Mexican Grill made up 0.25% of Northern Financial Advisors's portfolio in Q1 2026, its #90 holding.
Northern Financial Advisors first reported a position in Chipotle Mexican Grill in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Chipotle Mexican Grill position peaked at $917K in Q2 2024.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.