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River Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

River Wealth 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
Q1 		$7.59M Buy
236,963
+21,923
+10% +$811K 0.87% 32
2025
Q4 		$7.96M Buy
215,040
+33,723
+19% +$1.22M 0.89% 30
2025
Q3 		$7.11M Buy
181,317
+8,350
+5% +$376K 0.83% 31
2025
Q2 		$9.71M Buy
172,967
+14,506
+9% +$738K 1.21% 21
2025
Q1 		$7.96M Buy
158,461
+15,905
+11% +$865K 1.11% 24
2024
Q4 		$8.6M Buy
142,556
+21,781
+18% +$1.31M 1.14% 19
2024
Q3 		$6.96M Buy
+120,775
New +$6.69M 0.93% 29

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Wealth Advisors's CMG Position: Q1 2026 in Review

River Wealth Advisors increased its Chipotle Mexican Grill (CMG) stake by 10% in Q1 2026, buying an estimated $811K and bringing the position to 236,963 shares worth $7.59M. The position accounts for 0.87% of the portfolio, ranked #32.

River Wealth Advisors first reported a position in CMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.71M in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • River Wealth Advisors held 236,963 shares of Chipotle Mexican Grill worth $7.59M as of Q1 2026.
  • River Wealth Advisors bought 21,923 Chipotle Mexican Grill shares in Q1 2026, an estimated $811K.
  • Chipotle Mexican Grill made up 0.87% of River Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • River Wealth Advisors first reported a position in Chipotle Mexican Grill in Q3 2024 and has held it in 7 quarters since.
  • River Wealth Advisors's Chipotle Mexican Grill position peaked at $9.71M in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.