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Opal Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Opal Wealth 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 		$129K Buy
+4,045
New +$150K 0.03% 248
2025
Q3 		– Sell
-969
Closed -$54.4K – 264
2025
Q2 		$54.4K Sell
969
-20
-2% -$1.02K 0.02% 366
2025
Q1 		$49.7K Buy
+989
New +$53.8K 0.02% 358
2024
Q3 		– Sell
-1,100
Closed -$68.9K – 382
2024
Q2 		$68.9K Buy
+1,100
New +$68.3K 0.02% 318

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Opal Wealth Advisors's CMG Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Chipotle Mexican Grill (CMG) in Q1 2026: 4,045 shares worth $129K. The stake represents 0.03% of the portfolio and ranks #248 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CMG as recently as Q2 2025.

Opal Wealth Advisors first reported a position in CMG in Q2 2024 and has held it in 4 quarters since. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Opal Wealth Advisors held 4,045 shares of Chipotle Mexican Grill worth $129K as of Q1 2026.
  • Chipotle Mexican Grill was a new Opal Wealth Advisors position in Q1 2026.
  • Chipotle Mexican Grill made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #248 holding.
  • Opal Wealth Advisors first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 4 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.