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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
Q2 		– Sell
-4,045
Closed -$129K – 304
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Opal Wealth Advisors's CMG Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 4,045 shares — an estimated $129K sold.

Opal Wealth Advisors first reported a position in CMG in Q2 2024 and held it in 4 quarters. The position peaked at $129K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 4,045 Chipotle Mexican Grill shares in Q2 2026, an estimated $129K.
  • Opal Wealth Advisors first reported a position in Chipotle Mexican Grill in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Chipotle Mexican Grill position peaked at $129K in Q1 2026.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.