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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SageView Advisory Group's CMG Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Chipotle Mexican Grill (CMG) in Q4 2025: 3,638 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in CMG as recently as Q2 2025.

SageView Advisory Group first reported a position in CMG in Q4 2023 and has held it in 7 quarters since. The position peaked at $663K in Q2 2024. 1,340 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

SageView Advisory Group held 3,638 shares of Chipotle Mexican Grill worth $135K as of Q4 2025.
Chipotle Mexican Grill was a new SageView Advisory Group position in Q4 2025.
Chipotle Mexican Grill made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #726 holding.
SageView Advisory Group first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's Chipotle Mexican Grill position peaked at $663K in Q2 2024.
1,340 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.