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Prosperity Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Prosperity Wealth 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
2025
Q4 		– Sell
-11,841
Closed -$464K – 260
2025
Q3 		$464K Buy
+11,841
New +$533K 0.16% 140
2025
Q2 		– Sell
-6,100
Closed -$306K – 244
2025
Q1 		$306K Buy
+6,100
New +$332K 0.14% 142
2024
Q3 		– Sell
-8,850
Closed -$554K – 201
2024
Q2 		$554K Buy
8,850
+3,150
+55% +$196K 0.27% 77
2024
Q1 		$331K Buy
+5,700
New +$291K 0.16% 106

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prosperity Wealth Management's CMG Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 11,841 shares — an estimated $464K sold.

Prosperity Wealth Management first reported a position in CMG in Q1 2024 and held it in 4 quarters. The position peaked at $554K in Q2 2024. 1,339 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 11,841 Chipotle Mexican Grill shares in Q4 2025, an estimated $464K.
  • Prosperity Wealth Management first reported a position in Chipotle Mexican Grill in Q1 2024 and held it in 4 quarters.
  • Prosperity Wealth Management's Chipotle Mexican Grill position peaked at $554K in Q2 2024.
  • 1,339 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.