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

Souders 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
Q1 		– Sell
-8,185
Closed -$303K – 221
2025
Q4 		$303K Sell
8,185
-2,629
-24% -$95.1K 0.03% 178
2025
Q3 		$424K Buy
10,814
+80
+0.7% +$3.6K 0.05% 142
2025
Q2 		$603K Sell
10,734
-2,819
-21% -$143K 0.08% 121
2025
Q1 		$680K Sell
13,553
-5,988
-31% -$326K 0.1% 116
2024
Q4 		$1.18M Sell
19,541
-4,470
-19% -$269K 0.16% 98
2024
Q3 		$1.38M Buy
24,011
+93
+0.4% +$5.15K 0.19% 82
2024
Q2 		$1.5M Buy
23,918
+568
+2% +$35.3K 0.23% 76
2024
Q1 		$1.36M Sell
23,350
-50
-0.2% -$2.56K 0.21% 79
2023
Q4 		$1.07M Sell
23,400
-350
-1% -$14.6K 0.18% 84
2023
Q3 		$870K Sell
23,750
-1,350
-5% -$52.6K 0.17% 90
2023
Q2 		$1.07M Sell
25,100
-950
-4% -$37.6K 0.21% 82
2023
Q1 		$890K Sell
26,050
-6,150
-19% -$193K 0.19% 86
2022
Q4 		$894K Sell
32,200
-6,950
-18% -$208K 0.2% 84
2022
Q3 		$1.18M Buy
39,150
+500
+1% +$15.5K 0.32% 73
2022
Q2 		$1.01M Sell
38,650
-550
-1% -$15.3K 0.29% 71
2022
Q1 		$1.24M Buy
+39,200
New +$1.18M 0.36% 63

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Souders Financial Advisors's CMG Position: Q1 2026 in Review

Souders Financial Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 8,185 shares — an estimated $303K sold.

Souders Financial Advisors first reported a position in CMG in Q1 2022 and held it in 16 quarters. The position peaked at $1.5M in Q2 2024. 1,244 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Souders Financial Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 8,185 Chipotle Mexican Grill shares in Q1 2026, an estimated $303K.
  • Souders Financial Advisors first reported a position in Chipotle Mexican Grill in Q1 2022 and held it in 16 quarters.
  • Souders Financial Advisors's Chipotle Mexican Grill position peaked at $1.5M in Q2 2024.
  • 1,244 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.