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 Q3	$168K	Buy	5,267 +715	+16%	+$24.8K	0.04%	136
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

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Peterson Wealth Services's CMG Position: Q3 2026 in Review

Peterson Wealth Services increased its Chipotle Mexican Grill (CMG) stake by 16% in Q3 2026, buying an estimated $24.8K and bringing the position to 5,267 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #136.

Peterson Wealth Services first reported a position in CMG in Q3 2024 and has held it in 9 quarters since. The position peaked at $348K in Q4 2024. 459 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

Peterson Wealth Services held 5,267 shares of Chipotle Mexican Grill worth $168K as of Q3 2026.
Peterson Wealth Services bought 715 Chipotle Mexican Grill shares in Q3 2026, an estimated $24.8K.
Chipotle Mexican Grill made up 0.04% of Peterson Wealth Services's portfolio in Q3 2026, its #136 holding.
Peterson Wealth Services first reported a position in Chipotle Mexican Grill in Q3 2024 and has held it in 9 quarters since.
Peterson Wealth Services's Chipotle Mexican Grill position peaked at $348K in Q4 2024.
459 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.