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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
Q2 		$554K Buy
16,288
+3,637
+29% +$119K 0.25% 52
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 $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

Sage Private Wealth Group's CMG Position: Q2 2026 in Review

Sage Private Wealth Group increased its Chipotle Mexican Grill (CMG) stake by 29% in Q2 2026, buying an estimated $119K and bringing the position to 16,288 shares worth $554K. The position accounts for 0.25% of the portfolio, ranked #52.

Sage Private Wealth Group first reported a position in CMG in Q2 2025 and has held it in 5 quarters since. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Sage Private Wealth Group held 16,288 shares of Chipotle Mexican Grill worth $554K as of Q2 2026.
  • Sage Private Wealth Group bought 3,637 Chipotle Mexican Grill shares in Q2 2026, an estimated $119K.
  • Chipotle Mexican Grill made up 0.25% of Sage Private Wealth Group's portfolio in Q2 2026, its #52 holding.
  • Sage Private Wealth Group first reported a position in Chipotle Mexican Grill in Q2 2025 and has held it in 5 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.