Phillips Wealth Planners’s Chipotle Mexican Grill CMG Stock Holding History

Phillips Wealth Planners’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	$211K	Buy	+6,140	New	+$201K	0.16%	208
2026 Q1	–	Sell	-5,347	Closed	-$218K	–	214
2025 Q4	$218K	Sell	5,347 -915	-15%	-$33.1K	0.17%	180
2025 Q3	$261K	Buy	6,262 +583	+10%	+$26.3K	0.22%	163
2025 Q2	$315K	Buy	5,679 +286	+5%	+$14.6K	0.29%	123
2025 Q1	$268K	Buy	5,393 +463	+9%	+$25.2K	0.28%	126
2024 Q4	$279K	Buy	4,930 +1,330	+37%	+$80.2K	0.28%	126
2024 Q3	$213K	Buy	+3,600	New	+$199K	0.2%	180

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

Phillips Wealth Planners's CMG Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 6,140 shares worth $211K. The stake represents 0.16% of the portfolio and ranks #208 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in CMG as recently as Q4 2025.

Phillips Wealth Planners first reported a position in CMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $315K in Q2 2025. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Phillips Wealth Planners held 6,140 shares of Chipotle Mexican Grill worth $211K as of Q2 2026.
Chipotle Mexican Grill was a new Phillips Wealth Planners position in Q2 2026.
Chipotle Mexican Grill made up 0.16% of Phillips Wealth Planners's portfolio in Q2 2026, its #208 holding.
Phillips Wealth Planners first reported a position in Chipotle Mexican Grill in Q3 2024 and has held it in 7 quarters since.
Phillips Wealth Planners's Chipotle Mexican Grill position peaked at $315K in Q2 2025.
1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.