Pinnacle Wealth Planning Services
CMG icon

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
Q3 		$390K Buy
12,203
+3,542
+41% +$123K 0.04% 287
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

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's CMG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Chipotle Mexican Grill (CMG) stake by 41% in Q3 2026, buying an estimated $123K and bringing the position to 12,203 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #287.

Pinnacle Wealth Planning Services first reported a position in CMG in Q4 2020 and has held it in 20 quarters since. The position peaked at $685K in Q3 2024. 489 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 12,203 shares of Chipotle Mexican Grill worth $390K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 3,542 Chipotle Mexican Grill shares in Q3 2026, an estimated $123K.
  • Chipotle Mexican Grill made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #287 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chipotle Mexican Grill in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Chipotle Mexican Grill position peaked at $685K in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.