Retirement Income Solutions’s Chipotle Mexican Grill CMG Stock Holding History

Retirement Income Solutions’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	-5,335	Closed	-$209K	–	171
2025 Q3	$209K	Buy	5,335 +235	+5%	+$10.6K	0.04%	159
2025 Q2	$286K	Hold	5,100	–	–	0.05%	125
2025 Q1	$256K	Hold	5,100	–	–	0.05%	121
2024 Q4	$308K	Hold	5,100	–	–	0.06%	110
2024 Q3	$294K	Hold	5,100	–	–	0.07%	104
2024 Q2	$320K	Hold	5,100	–	–	0.08%	97
2024 Q1	$296K	Hold	5,100	–	–	0.07%	110
2023 Q4	$233K	Buy	+5,100	New	+$212K	0.06%	124
2023 Q3	–	Sell	-5,100	Closed	-$218K	–	133
2023 Q2	$218K	Buy	+5,100	New	+$202K	0.06%	130

Other funds holding CMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Retirement Income Solutions's CMG Position: Q4 2025 in Review

Retirement Income Solutions sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 5,335 shares — an estimated $209K sold.

Retirement Income Solutions first reported a position in CMG in Q2 2023 and held it in 9 quarters. The position peaked at $320K in Q2 2024. 1,345 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

Retirement Income Solutions reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
Retirement Income Solutions sold 5,335 Chipotle Mexican Grill shares in Q4 2025, an estimated $209K.
Retirement Income Solutions first reported a position in Chipotle Mexican Grill in Q2 2023 and held it in 9 quarters.
Retirement Income Solutions's Chipotle Mexican Grill position peaked at $320K in Q2 2024.
1,345 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Retirement Income Solutions's 13F filing for Q4 2025, filed 27 Jan 2026.