Sagespring Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

Sagespring Wealth 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	$677K	Sell	19,912 -779	-4%	-$25.4K	0.01%	447
2026 Q1	$662K	Sell	20,691 -1,305	-6%	-$48.3K	0.01%	429
2025 Q4	$814K	Sell	21,996 -3,216	-13%	-$116K	0.01%	346
2025 Q3	$988K	Sell	25,212 -4,992	-17%	-$225K	0.02%	303
2025 Q2	$1.7M	Buy	30,204 +3,732	+14%	+$190K	0.04%	194
2025 Q1	$1.33M	Buy	26,472 +9,566	+57%	+$520K	0.03%	203
2024 Q4	$1.02M	Buy	+16,906	New	+$1.02M	0.03%	213

Other funds holding CMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sagespring Wealth Partners's CMG Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Chipotle Mexican Grill (CMG) stake by 3.8% in Q2 2026, selling an estimated $25.4K and leaving 19,912 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #447.

Sagespring Wealth Partners first reported a position in CMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Sagespring Wealth Partners held 19,912 shares of Chipotle Mexican Grill worth $677K as of Q2 2026.
Sagespring Wealth Partners sold 779 Chipotle Mexican Grill shares in Q2 2026, an estimated $25.4K.
Chipotle Mexican Grill made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #447 holding.
Sagespring Wealth Partners first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Chipotle Mexican Grill position peaked at $1.7M in Q2 2025.
1,195 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.