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SHP Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

SHP Wealth Management’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 		$14.4K Buy
425
+73
+21% +$2.38K ﹤0.01% 866
2026
Q1 		$11.3K Buy
352
+109
+45% +$4.03K ﹤0.01% 865
2025
Q4 		$8.99K Buy
+243
New +$8.79K ﹤0.01% 860

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SHP Wealth Management's CMG Position: Q2 2026 in Review

SHP Wealth Management increased its Chipotle Mexican Grill (CMG) stake by 21% in Q2 2026, buying an estimated $2.38K and bringing the position to 425 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

SHP Wealth Management first reported a position in CMG in Q4 2025 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • SHP Wealth Management held 425 shares of Chipotle Mexican Grill worth $14.4K as of Q2 2026.
  • SHP Wealth Management bought 73 Chipotle Mexican Grill shares in Q2 2026, an estimated $2.38K.
  • Chipotle Mexican Grill made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #866 holding.
  • SHP Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 3 quarters since.
  • 716 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.