SFA
CMG icon

Sequoia Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Sequoia Financial Advisors’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 		$1.73M Buy
50,929
+1,104
+2% +$36.1K 0.01% 690
2026
Q1 		$1.59M Sell
49,825
-681
-1% -$25.2K 0.01% 689
2025
Q4 		$1.87M Buy
50,506
+15,215
+43% +$550K 0.01% 598
2025
Q3 		$1.38M Sell
35,291
-5,510
-14% -$248K 0.01% 647
2025
Q2 		$2.29M Buy
40,801
+10,620
+35% +$540K 0.02% 436
2025
Q1 		$1.52M Sell
30,181
-498
-2% -$27.1K 0.01% 500
2024
Q4 		$1.85M Buy
30,679
+6,008
+24% +$362K 0.02% 423
2024
Q3 		$1.42M Buy
24,671
+5,577
+29% +$309K 0.02% 453
2024
Q2 		$1.2M Buy
19,094
+1,394
+8% +$86.6K 0.01% 440
2024
Q1 		$1.03M Sell
17,700
-9,800
-36% -$501K 0.01% 470
2023
Q4 		$1.26M Buy
27,500
+14,150
+106% +$589K 0.02% 464
2023
Q3 		$489K Sell
13,350
-600
-4% -$23.4K 0.01% 533
2023
Q2 		$597K Buy
13,950
+300
+2% +$11.9K 0.01% 469
2023
Q1 		$466K Sell
13,650
-1,050
-7% -$33K 0.01% 479
2022
Q4 		$408K Buy
14,700
+7,000
+91% +$209K 0.01% 487
2022
Q3 		$231K Sell
7,700
-1,200
-13% -$37.2K 0.01% 453
2022
Q2 		$233K Sell
8,900
-2,000
-18% -$55.7K 0.01% 510
2022
Q1 		$345K Buy
10,900
+3,050
+39% +$91.8K 0.01% 452
2021
Q4 		$274K Buy
+7,850
New +$276K 0.01% 462

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

Sequoia Financial Advisors's CMG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Chipotle Mexican Grill (CMG) stake by 2.2% in Q2 2026, buying an estimated $36.1K and bringing the position to 50,929 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #690.

Sequoia Financial Advisors first reported a position in CMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.29M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Sequoia Financial Advisors held 50,929 shares of Chipotle Mexican Grill worth $1.73M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,104 Chipotle Mexican Grill shares in Q2 2026, an estimated $36.1K.
  • Chipotle Mexican Grill made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #690 holding.
  • Sequoia Financial Advisors first reported a position in Chipotle Mexican Grill in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Chipotle Mexican Grill position peaked at $2.29M in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.