PDS Planning’s Chipotle Mexican Grill CMG Stock Holding History

PDS 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 Q1	$241K	Buy	7,536 +94	+1%	+$3.48K	0.02%	453
2025 Q4	$275K	Buy	7,442 +1,279	+21%	+$46.3K	0.02%	406
2025 Q3	$242K	Sell	6,163 -933	-13%	-$42K	0.02%	438
2025 Q2	$398K	Buy	7,096 +788	+12%	+$40.1K	0.03%	289
2025 Q1	$317K	Buy	6,308 +469	+8%	+$25.5K	0.03%	312
2024 Q4	$352K	Sell	5,839 -155	-3%	-$9.34K	0.03%	255
2024 Q3	$345K	Buy	5,994 +1,244	+26%	+$68.9K	0.03%	266
2024 Q2	$298K	Buy	4,750 +50	+1%	+$3.11K	0.03%	259
2024 Q1	$273K	Buy	4,700 +50	+1%	+$2.56K	0.03%	285
2023 Q4	$213K	Buy	+4,650	New	+$193K	0.02%	318
2023 Q3	–	Sell	-5,000	Closed	-$214K	–	341
2023 Q2	$214K	Buy	+5,000	New	+$198K	0.03%	279

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

PDS Planning's CMG Position: Q1 2026 in Review

PDS Planning increased its Chipotle Mexican Grill (CMG) stake by 1.3% in Q1 2026, buying an estimated $3.48K and bringing the position to 7,536 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #453.

PDS Planning first reported a position in CMG in Q2 2023 and has held it in 11 quarters since. The position peaked at $398K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

PDS Planning held 7,536 shares of Chipotle Mexican Grill worth $241K as of Q1 2026.
PDS Planning bought 94 Chipotle Mexican Grill shares in Q1 2026, an estimated $3.48K.
Chipotle Mexican Grill made up 0.02% of PDS Planning's portfolio in Q1 2026, its #453 holding.
PDS Planning first reported a position in Chipotle Mexican Grill in Q2 2023 and has held it in 11 quarters since.
PDS Planning's Chipotle Mexican Grill position peaked at $398K in Q2 2025.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.