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Principia Wealth Advisory’s Chipotle Mexican Grill CMG Stock Holding History

Principia Wealth Advisory’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 		$5.98K Buy
176
+154
+700% +$5.03K ﹤0.01% 327
2026
Q1 		$704 Sell
22
-16
-42% -$592 ﹤0.01% 785
2025
Q4 		$1.41K Sell
38
-2
-5% -$72 ﹤0.01% 565
2025
Q3 		$1.57K Sell
40
-19
-32% -$855 ﹤0.01% 492
2025
Q2 		$3.31K Buy
+59
New +$3K ﹤0.01% 292
2025
Q1 		– Sell
-39
Closed -$2.35K – 868
2024
Q4 		$2.35K Buy
+39
New +$2.35K ﹤0.01% 222

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

Principia Wealth Advisory's CMG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Chipotle Mexican Grill (CMG) stake by 700% in Q2 2026, buying an estimated $5.03K and bringing the position to 176 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Principia Wealth Advisory first reported a position in CMG in Q4 2024 and has held it in 6 quarters since. 1,191 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Principia Wealth Advisory held 176 shares of Chipotle Mexican Grill worth $5.98K as of Q2 2026.
  • Principia Wealth Advisory bought 154 Chipotle Mexican Grill shares in Q2 2026, an estimated $5.03K.
  • Chipotle Mexican Grill made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #327 holding.
  • Principia Wealth Advisory first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 6 quarters since.
  • 1,191 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.