PUREfi Wealth’s Chipotle Mexican Grill CMG Stock Holding History

PUREfi Wealth’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 Q1	–	Sell	-5,900	Closed	-$356K	–	147
2024 Q4	$356K	Buy	+5,900	New	+$356K	0.35%	79

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

PUREfi Wealth's CMG Position: Q1 2025 in Review

PUREfi Wealth sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 5,900 shares — an estimated $356K sold.

PUREfi Wealth first reported a position in CMG in Q4 2024 and held it in 1 quarter. The position peaked at $356K in Q4 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

PUREfi Wealth reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
PUREfi Wealth sold 5,900 Chipotle Mexican Grill shares in Q1 2025, an estimated $356K.
PUREfi Wealth first reported a position in Chipotle Mexican Grill in Q4 2024 and held it in 1 quarter.
PUREfi Wealth's Chipotle Mexican Grill position peaked at $356K in Q4 2024.
1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.