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Sage Private Wealth Group’s Chipotle Mexican Grill CMG Stock Holding History

Sage Private Wealth Group’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 		$405K Buy
12,651
+4,077
+48% +$151K 0.2% 64
2025
Q4 		$317K Sell
8,574
-1,939
-18% -$70.1K 0.17% 73
2025
Q3 		$412K Buy
10,513
+2,434
+30% +$110K 0.23% 64
2025
Q2 		$454K Buy
+8,079
New +$411K 0.29% 47

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

Sage Private Wealth Group's CMG Position: Q1 2026 in Review

Sage Private Wealth Group increased its Chipotle Mexican Grill (CMG) stake by 48% in Q1 2026, buying an estimated $151K and bringing the position to 12,651 shares worth $405K. The position accounts for 0.2% of the portfolio, ranked #64.

Sage Private Wealth Group first reported a position in CMG in Q2 2025 and has held it in 4 quarters since. The position peaked at $454K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Sage Private Wealth Group held 12,651 shares of Chipotle Mexican Grill worth $405K as of Q1 2026.
  • Sage Private Wealth Group bought 4,077 Chipotle Mexican Grill shares in Q1 2026, an estimated $151K.
  • Chipotle Mexican Grill made up 0.2% of Sage Private Wealth Group's portfolio in Q1 2026, its #64 holding.
  • Sage Private Wealth Group first reported a position in Chipotle Mexican Grill in Q2 2025 and has held it in 4 quarters since.
  • Sage Private Wealth Group's Chipotle Mexican Grill position peaked at $454K in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.