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Personal CFO Solutions’s Chipotle Mexican Grill CMG Stock Holding History

Personal CFO Solutions’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 		$223K Sell
6,564
-16
-0.2% -$523 0.03% 489
2026
Q1 		$211K Sell
6,580
-640
-9% -$23.7K 0.03% 495
2025
Q4 		$267K Sell
7,220
-1,536
-18% -$55.6K 0.04% 411
2025
Q3 		$343K Buy
8,756
+579
+7% +$26.1K 0.06% 305
2025
Q2 		$459K Buy
8,177
+2,068
+34% +$105K 0.08% 241
2025
Q1 		$307K Buy
6,109
+1,887
+45% +$103K 0.06% 309
2024
Q4 		$255K Buy
+4,222
New +$254K 0.05% 376
2024
Q2 		– Sell
-6,250
Closed -$363K – 543
2024
Q1 		$363K Sell
6,250
-200
-3% -$10.2K 0.06% 347
2023
Q4 		$295K Buy
6,450
+350
+6% +$14.6K 0.05% 378
2023
Q3 		$223K Buy
6,100
+350
+6% +$13.6K 0.04% 406
2023
Q2 		$246K Buy
+5,750
New +$227K 0.05% 382
2020
Q1 		– Sell
-13,950
Closed -$234K – 296
2019
Q4 		$234K Sell
13,950
-650
-4% -$10.4K 0.07% 279
2019
Q3 		$245K Buy
+14,600
New +$233K 0.1% 233

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

Personal CFO Solutions's CMG Position: Q2 2026 in Review

Personal CFO Solutions reduced its Chipotle Mexican Grill (CMG) stake by 0.24% in Q2 2026, selling an estimated $523 and leaving 6,564 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #489.

Personal CFO Solutions first reported a position in CMG in Q3 2019 and has held it in 13 quarters since. The position peaked at $459K in Q2 2025. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Personal CFO Solutions held 6,564 shares of Chipotle Mexican Grill worth $223K as of Q2 2026.
  • Personal CFO Solutions sold 16 Chipotle Mexican Grill shares in Q2 2026, an estimated $523.
  • Chipotle Mexican Grill made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #489 holding.
  • Personal CFO Solutions first reported a position in Chipotle Mexican Grill in Q3 2019 and has held it in 13 quarters since.
  • Personal CFO Solutions's Chipotle Mexican Grill position peaked at $459K in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.