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Pinnacle Wealth Planning Services’s Chipotle Mexican Grill CMG Stock Holding History

Pinnacle Wealth Planning 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 		$294K Sell
8,661
-2,891
-25% -$94.4K 0.03% 381
2026
Q1 		$370K Buy
11,552
+870
+8% +$32.2K 0.04% 277
2025
Q4 		$395K Buy
10,682
+1,000
+10% +$36.2K 0.04% 257
2025
Q3 		$379K Buy
9,682
+623
+7% +$28.1K 0.04% 270
2025
Q2 		$509K Sell
9,059
-68
-0.7% -$3.46K 0.07% 194
2025
Q1 		$458K Sell
9,127
-27
-0.3% -$1.47K 0.07% 178
2024
Q4 		$552K Sell
9,154
-2,728
-23% -$164K 0.08% 146
2024
Q3 		$685K Buy
11,882
+2,580
+28% +$143K 0.09% 140
2024
Q2 		$583K Buy
9,302
+1,902
+26% +$118K 0.08% 156
2024
Q1 		$430K Sell
7,400
-700
-9% -$35.8K 0.06% 219
2023
Q4 		$370K Sell
8,100
-50
-0.6% -$2.08K 0.06% 220
2023
Q3 		$299K Sell
8,150
-1,700
-17% -$66.3K 0.05% 254
2023
Q2 		$421K Buy
9,850
+2,850
+41% +$113K 0.07% 199
2023
Q1 		$239K Buy
+7,000
New +$220K 0.04% 321
2022
Q4 		– Sell
-7,550
Closed -$227K – 460
2022
Q3 		$227K Buy
+7,550
New +$234K 0.04% 296
2022
Q2 		– Sell
-6,800
Closed -$215K – 432
2022
Q1 		$215K Buy
6,800
+700
+11% +$21.1K 0.04% 358
2021
Q4 		$214K Hold
6,100
– – 0.04% 349
2021
Q3 		$222K Buy
+6,100
New +$222K 0.05% 306
2021
Q1 		– Sell
-4,700
Closed -$130K – 666
2020
Q4 		$130K Buy
+4,700
New +$123K 0.03% 381

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

Pinnacle Wealth Planning Services's CMG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Chipotle Mexican Grill (CMG) stake by 25% in Q2 2026, selling an estimated $94.4K and leaving 8,661 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #381.

Pinnacle Wealth Planning Services first reported a position in CMG in Q4 2020 and has held it in 19 quarters since. The position peaked at $685K in Q3 2024. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8,661 shares of Chipotle Mexican Grill worth $294K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,891 Chipotle Mexican Grill shares in Q2 2026, an estimated $94.4K.
  • Chipotle Mexican Grill made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #381 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chipotle Mexican Grill in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Chipotle Mexican Grill position peaked at $685K in Q3 2024.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.