Peterson Wealth Services’s Chipotle Mexican Grill CMG Stock Holding History

Peterson Wealth Services’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	$153K	Sell	4,775 -1,211	-20%	-$44.8K	0.04%	137
2025 Q4	$221K	Sell	5,986 -5,297	-47%	-$192K	0.06%	110
2025 Q3	$237K	Buy	11,283 +5,438	+93%	+$245K	0.06%	111
2025 Q2	$328K	Buy	5,845 +9	+0.2%	+$458	0.09%	104
2025 Q1	$293K	Buy	5,836 +64	+1%	+$3.48K	0.09%	108
2024 Q4	$348K	Buy	5,772 +538	+10%	+$32.4K	0.1%	103
2024 Q3	$302K	Buy	+5,234	New	+$290K	0.1%	105

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

Peterson Wealth Services's CMG Position: Q1 2026 in Review

Peterson Wealth Services reduced its Chipotle Mexican Grill (CMG) stake by 20% in Q1 2026, selling an estimated $44.8K and leaving 4,775 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #137.

Peterson Wealth Services first reported a position in CMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $348K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Peterson Wealth Services held 4,775 shares of Chipotle Mexican Grill worth $153K as of Q1 2026.
Peterson Wealth Services sold 1,211 Chipotle Mexican Grill shares in Q1 2026, an estimated $44.8K.
Chipotle Mexican Grill made up 0.04% of Peterson Wealth Services's portfolio in Q1 2026, its #137 holding.
Peterson Wealth Services first reported a position in Chipotle Mexican Grill in Q3 2024 and has held it in 7 quarters since.
Peterson Wealth Services's Chipotle Mexican Grill position peaked at $348K in Q4 2024.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.