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Rise Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Rise Advisors’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 		$264K Buy
7,751
+7
+0.1% +$229 0.07% 89
2026
Q1 		$253K Sell
7,744
-2
-0% -$74 0.09% 83
2025
Q4 		$287K Sell
7,746
-45
-0.6% -$1.63K 0.1% 78
2025
Q3 		$305K Buy
7,791
+28
+0.4% +$1.26K 0.11% 71
2025
Q2 		$436K Sell
7,763
-155
-2% -$7.89K 0.17% 53
2025
Q1 		$398K Buy
7,918
+50
+0.6% +$2.72K 0.18% 54
2024
Q4 		$474K Sell
7,868
-107
-1% -$6.45K 0.23% 43
2024
Q3 		$460K Buy
7,975
+25
+0.3% +$1.38K 0.22% 49
2024
Q2 		$498K Buy
7,950
+50
+0.6% +$3.11K 0.26% 38
2024
Q1 		$459K Buy
7,900
+800
+11% +$40.9K 0.24% 41
2023
Q4 		$325K Hold
7,100
– – 0.23% 41
2023
Q3 		$260K Sell
7,100
-300
-4% -$11.7K 0.21% 44
2023
Q2 		$317K Sell
7,400
-300
-4% -$11.9K 0.24% 46
2023
Q1 		$263K Hold
7,700
– – 0.2% 54
2022
Q4 		$214K Hold
7,700
– – 0.17% 61
2022
Q3 		$231K Buy
7,700
+100
+1% +$3.1K 0.19% 57
2022
Q2 		$199K Buy
7,600
+150
+2% +$4.18K 0.2% 61
2022
Q1 		$236K Buy
7,450
+50
+0.7% +$1.51K 0.21% 60
2021
Q4 		$259K Buy
+7,400
New +$261K 0.25% 54

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

Rise Advisors's CMG Position: Q2 2026 in Review

Rise Advisors increased its Chipotle Mexican Grill (CMG) stake by 0.09% in Q2 2026, buying an estimated $229 and bringing the position to 7,751 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #89.

Rise Advisors first reported a position in CMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $498K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Rise Advisors held 7,751 shares of Chipotle Mexican Grill worth $264K as of Q2 2026.
  • Rise Advisors bought 7 Chipotle Mexican Grill shares in Q2 2026, an estimated $229.
  • Chipotle Mexican Grill made up 0.07% of Rise Advisors's portfolio in Q2 2026, its #89 holding.
  • Rise Advisors first reported a position in Chipotle Mexican Grill in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Chipotle Mexican Grill position peaked at $498K in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.