SAG
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SageView Advisory Group’s Chipotle Mexican Grill CMG Stock Holding History

SageView Advisory 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 		– Sell
-3,638
Closed -$135K – 951
2025
Q4 		$135K Buy
+3,638
New +$132K ﹤0.01% 726
2025
Q3 		– Sell
-8,107
Closed -$364K – 648
2025
Q2 		$364K Sell
8,107
-870
-10% -$44.3K 0.01% 439
2025
Q1 		$451K Sell
8,977
-1,108
-11% -$60.3K 0.02% 368
2024
Q4 		$608K Buy
10,085
+2,077
+26% +$125K 0.03% 308
2024
Q3 		$461K Sell
8,008
-2,567
-24% -$142K 0.02% 314
2024
Q2 		$663K Buy
+10,575
New +$657K 0.03% 289
2024
Q1 		– Sell
-12,250
Closed -$593K – 553
2023
Q4 		$593K Buy
+12,250
New +$510K 0.03% 358

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's CMG Position: Q1 2026 in Review

SageView Advisory Group sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 3,638 shares — an estimated $135K sold.

SageView Advisory Group first reported a position in CMG in Q4 2023 and held it in 7 quarters. The position peaked at $663K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • SageView Advisory Group reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,638 Chipotle Mexican Grill shares in Q1 2026, an estimated $135K.
  • SageView Advisory Group first reported a position in Chipotle Mexican Grill in Q4 2023 and held it in 7 quarters.
  • SageView Advisory Group's Chipotle Mexican Grill position peaked at $663K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.