Pacific Capital Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-3,500	Closed	-$211K	–	141
2024 Q4	$211K	Sell	3,500 -47	-1%	-$2.83K	0.04%	77
2024 Q3	$204K	Buy	3,547 +47	+1%	+$2.6K	0.03%	77
2024 Q2	$219K	Hold	3,500	–	–	0.04%	67
2024 Q1	$203K	Hold	3,500	–	–	0.05%	62
2023 Q4	$160K	Buy	+3,500	New	+$146K	0.04%	71
2020 Q4	–	Sell	-3,500	Closed	-$87K	–	91
2020 Q3	$87K	Buy	+3,500	New	+$84.4K	0.05%	89

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

Pacific Capital Wealth Advisors's CMG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 3,500 shares — an estimated $211K sold.

Pacific Capital Wealth Advisors first reported a position in CMG in Q3 2020 and held it in 6 quarters. The position peaked at $219K in Q2 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 3,500 Chipotle Mexican Grill shares in Q1 2025, an estimated $211K.
Pacific Capital Wealth Advisors first reported a position in Chipotle Mexican Grill in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Chipotle Mexican Grill position peaked at $219K in Q2 2024.
1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.