RFP
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
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

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

Root Financial Partners's CMG Position: Q2 2026 in Review

Root Financial Partners sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 3,273 shares — an estimated $105K sold.

Root Financial Partners first reported a position in CMG in Q3 2025 and held it in 3 quarters. The position peaked at $105K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Root Financial Partners reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,273 Chipotle Mexican Grill shares in Q2 2026, an estimated $105K.
  • Root Financial Partners first reported a position in Chipotle Mexican Grill in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Chipotle Mexican Grill position peaked at $105K in Q3 2025.
  • 1,194 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.