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Root Financial Partners’s Chipotle Mexican Grill CMG Stock Holding History

Root Financial Partners’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 		$105K Buy
3,273
+622
+23% +$23K ﹤0.01% 547
2025
Q4 		$98.1K Sell
2,651
-35
-1% -$1.27K 0.01% 473
2025
Q3 		$105K Buy
+2,686
New +$121K 0.01% 430

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

Root Financial Partners's CMG Position: Q1 2026 in Review

Root Financial Partners increased its Chipotle Mexican Grill (CMG) stake by 23% in Q1 2026, buying an estimated $23K and bringing the position to 3,273 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Root Financial Partners first reported a position in CMG in Q3 2025 and has held it in 3 quarters since. The position peaked at $105K in Q3 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Root Financial Partners held 3,273 shares of Chipotle Mexican Grill worth $105K as of Q1 2026.
  • Root Financial Partners bought 622 Chipotle Mexican Grill shares in Q1 2026, an estimated $23K.
  • Chipotle Mexican Grill made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #547 holding.
  • Root Financial Partners first reported a position in Chipotle Mexican Grill in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Chipotle Mexican Grill position peaked at $105K in Q3 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.