PCM
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Polymer Capital Management’s Chipotle Mexican Grill CMG Stock Holding History

Polymer Capital Management’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 		$2.64M Buy
77,640
+53,959
+228% +$1.76M 0.35% 55
2026
Q1 		$758K Sell
23,681
-14
-0.1% -$518 0.08% 276
2025
Q4 		$877K Buy
23,695
+8,185
+53% +$296K 0.09% 328
2025
Q3 		$608K Buy
+15,510
New +$698K 0.06% 376
2025
Q2 		– Sell
-4,432
Closed -$223K – 640
2025
Q1 		$223K Buy
+4,432
New +$241K 0.06% 418

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

Polymer Capital Management's CMG Position: Q2 2026 in Review

Polymer Capital Management increased its Chipotle Mexican Grill (CMG) stake by 228% in Q2 2026, buying an estimated $1.76M and bringing the position to 77,640 shares worth $2.64M. The position accounts for 0.35% of the portfolio, ranked #55.

Polymer Capital Management first reported a position in CMG in Q1 2025 and has held it in 5 quarters since. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Polymer Capital Management held 77,640 shares of Chipotle Mexican Grill worth $2.64M as of Q2 2026.
  • Polymer Capital Management bought 53,959 Chipotle Mexican Grill shares in Q2 2026, an estimated $1.76M.
  • Chipotle Mexican Grill made up 0.35% of Polymer Capital Management's portfolio in Q2 2026, its #55 holding.
  • Polymer Capital Management first reported a position in Chipotle Mexican Grill in Q1 2025 and has held it in 5 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.