Root Financial Partners
CMG icon

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
Q3 		$126K Buy
+3,941
New +$137K ﹤0.01% 623
2026
Q2 		– Sell
-3,273
Closed -$105K – 958
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

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Root Financial Partners's CMG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chipotle Mexican Grill (CMG) in Q3 2026: 3,941 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMG as recently as Q1 2026.

Root Financial Partners first reported a position in CMG in Q3 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Root Financial Partners held 3,941 shares of Chipotle Mexican Grill worth $126K as of Q3 2026.
  • Chipotle Mexican Grill was a new Root Financial Partners position in Q3 2026.
  • Chipotle Mexican Grill made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #623 holding.
  • Root Financial Partners first reported a position in Chipotle Mexican Grill in Q3 2025 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.