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Simplicity Wealth’s Chipotle Mexican Grill CMG Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-7,492
Closed -$421K – 715
2025
Q2 		$421K Buy
+7,492
New +$381K 0.02% 495
2024
Q3 		– Sell
-42,882
Closed -$2.69M – 620
2024
Q2 		$2.69M Buy
42,882
+632
+1% +$39.3K 0.06% 302
2024
Q1 		$2.46M Buy
+42,250
New +$2.16M 0.06% 311

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Simplicity Wealth's CMG Position: Q3 2025 in Review

Simplicity Wealth sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 7,492 shares — an estimated $421K sold.

Simplicity Wealth first reported a position in CMG in Q1 2024 and held it in 3 quarters. The position peaked at $2.69M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

  • Simplicity Wealth reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
  • Simplicity Wealth sold 7,492 Chipotle Mexican Grill shares in Q3 2025, an estimated $421K.
  • Simplicity Wealth first reported a position in Chipotle Mexican Grill in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Chipotle Mexican Grill position peaked at $2.69M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.