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 Q2	$155K	Sell	4,552 -223	-5%	-$7.28K	0.03%	138
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Peterson Wealth Services's CMG Position: Q2 2026 in Review

Peterson Wealth Services reduced its Chipotle Mexican Grill (CMG) stake by 4.7% in Q2 2026, selling an estimated $7.28K and leaving 4,552 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #138.

Peterson Wealth Services first reported a position in CMG in Q3 2024 and has held it in 8 quarters since. The position peaked at $348K in Q4 2024. 1,195 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Peterson Wealth Services held 4,552 shares of Chipotle Mexican Grill worth $155K as of Q2 2026.
Peterson Wealth Services sold 223 Chipotle Mexican Grill shares in Q2 2026, an estimated $7.28K.
Chipotle Mexican Grill made up 0.03% of Peterson Wealth Services's portfolio in Q2 2026, its #138 holding.
Peterson Wealth Services first reported a position in Chipotle Mexican Grill in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Chipotle Mexican Grill position peaked at $348K in Q4 2024.
1,195 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.