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Plante Moran Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Plante Moran Financial Advisors’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 		$238 Sell
7
-443
-98% -$14.5K ﹤0.01% 1396
2026
Q1 		$14.4K Hold
450
– – ﹤0.01% 479
2025
Q4 		$16.6K Sell
450
-4
-0.9% -$145 ﹤0.01% 478
2025
Q3 		$17.8K Sell
454
-599
-57% -$27K ﹤0.01% 478
2025
Q2 		$59.1K Buy
1,053
+53
+5% +$2.7K ﹤0.01% 309
2025
Q1 		$50.2K Hold
1,000
– – ﹤0.01% 333
2024
Q4 		$60.3K Sell
1,000
-447
-31% -$26.9K 0.01% 317
2024
Q3 		$83.4K Buy
1,447
+200
+16% +$11.1K 0.01% 307
2024
Q2 		$78.1K Buy
1,247
+247
+25% +$15.3K 0.01% 275
2024
Q1 		$58.1K Buy
1,000
+550
+122% +$28.1K 0.01% 316
2023
Q4 		$20.6K Sell
450
-550
-55% -$22.9K ﹤0.01% 449
2023
Q3 		$36.6K Sell
1,000
-400
-29% -$15.6K ﹤0.01% 332
2023
Q2 		$59.9K Buy
1,400
+150
+12% +$5.93K 0.01% 279
2023
Q1 		$42.7K Buy
1,250
+200
+19% +$6.28K 0.01% 313
2022
Q4 		$29.1K Sell
1,050
-450
-30% -$13.4K ﹤0.01% 390
2022
Q3 		$45K Sell
1,500
-150
-9% -$4.65K 0.01% 325
2022
Q2 		$43K Buy
1,650
+150
+10% +$4.18K 0.01% 331
2022
Q1 		$47K Sell
1,500
-250
-14% -$7.53K 0.01% 343
2021
Q4 		$61K Buy
1,750
+600
+52% +$21.1K 0.01% 321
2021
Q3 		$42K Hold
1,150
– – 0.01% 413
2021
Q2 		$36K Hold
1,150
– – 0.01% 433
2021
Q1 		$33K Buy
1,150
+600
+109% +$17.4K 0.01% 441
2020
Q4 		$15K Sell
550
-7,950
-94% -$209K ﹤0.01% 572
2020
Q3 		$211K Hold
8,500
– – 0.07% 140
2020
Q2 		$179K Sell
8,500
-2,050
-19% -$38K 0.07% 142
2020
Q1 		$138K Hold
10,550
– – 0.06% 151
2019
Q4 		$177K Sell
10,550
-200
-2% -$3.21K 0.06% 166
2019
Q3 		$181K Hold
10,750
– – 0.05% 168
2019
Q2 		$158K Sell
10,750
-50
-0.5% -$705 0.05% 182
2019
Q1 		$153K Sell
10,800
-200
-2% -$2.32K 0.05% 180
2018
Q4 		$95K Buy
11,000
+200
+2% +$1.81K 0.03% 209
2018
Q3 		$98K Sell
10,800
-9,850
-48% -$93.7K 0.03% 219
2018
Q2 		$178K Sell
20,650
-11,250
-35% -$92K 0.09% 175
2018
Q1 		$206K Sell
31,900
-2,650
-8% -$16.7K 0.11% 142
2017
Q4 		$200K Sell
34,550
-5,000
-13% -$29.8K 0.11% 139
2017
Q3 		$243K Sell
39,550
-7,550
-16% -$50.9K 0.14% 113
2017
Q2 		$392K Sell
47,100
-7,100
-13% -$65.9K 0.25% 78
2017
Q1 		$483K Buy
54,200
+51,550
+1,945% +$426K 0.29% 75
2016
Q4 		$20K Hold
2,650
– – 0.01% 481
2016
Q3 		$22K Sell
2,650
-250
-9% -$2.06K 0.01% 472
2016
Q2 		$23K Sell
2,900
-400
-12% -$3.48K 0.02% 409
2016
Q1 		$31K Buy
3,300
+650
+25% +$6.18K 0.02% 328
2015
Q4 		$25K Buy
2,650
+550
+26% +$6.73K 0.02% 410
2015
Q3 		$30K Sell
2,100
-200
-9% -$2.84K 0.02% 330
2015
Q2 		$28K Buy
2,300
+100
+5% +$1.26K 0.02% 382
2015
Q1 		$29K Hold
2,200
– – 0.02% 355
2014
Q4 		$30K Sell
2,200
-450
-17% -$5.89K 0.02% 350
2014
Q3 		$35K Sell
2,650
-150
-5% -$1.97K 0.03% 305
2014
Q2 		$33K Buy
2,800
+2,550
+1,020% +$27.6K 0.03% 292
2014
Q1 		$3K Buy
250
+100
+67% +$1.1K ﹤0.01% 520
2013
Q4 		$2K Hold
150
– – ﹤0.01% 614
2013
Q3 		$1K Buy
+150
New +$1.21K ﹤0.01% 588

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Plante Moran Financial Advisors's CMG Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Chipotle Mexican Grill (CMG) stake by 98% in Q2 2026, selling an estimated $14.5K and leaving 7 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Plante Moran Financial Advisors first reported a position in CMG in Q3 2013 and has held it in 52 quarters since. The position peaked at $483K in Q1 2017. 643 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Plante Moran Financial Advisors held 7 shares of Chipotle Mexican Grill worth $238 as of Q2 2026.
  • Plante Moran Financial Advisors sold 443 Chipotle Mexican Grill shares in Q2 2026, an estimated $14.5K.
  • Chipotle Mexican Grill made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1396 holding.
  • Plante Moran Financial Advisors first reported a position in Chipotle Mexican Grill in Q3 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Chipotle Mexican Grill position peaked at $483K in Q1 2017.
  • 643 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.