Sound View Wealth Advisors Group’s Chipotle Mexican Grill CMG Stock Holding History

Sound View Wealth Advisors 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 Q3	–	Sell	-3,640	Closed	-$204K	–	426
2025 Q2	$204K	Sell	3,640 -436	-11%	-$22.2K	0.02%	410
2025 Q1	$205K	Buy	4,076 +115	+3%	+$6.25K	0.02%	395
2024 Q4	$239K	Sell	3,961 -1,078	-21%	-$65K	0.02%	374
2024 Q3	$290K	Sell	5,039 -361	-7%	-$20K	0.02%	335
2024 Q2	$338K	Buy	5,400 +950	+21%	+$59K	0.03%	283
2024 Q1	$259K	Sell	4,450 -150	-3%	-$7.67K	0.03%	325
2023 Q4	$210K	Buy	+4,600	New	+$191K	0.02%	364
2023 Q1	–	Sell	-4,600	Closed	-$210K	–	373
2022 Q4	$210K	Buy	+4,600	New	+$137K	0.02%	364

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Sound View Wealth Advisors Group's CMG Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 3,640 shares — an estimated $204K sold.

Sound View Wealth Advisors Group first reported a position in CMG in Q4 2022 and held it in 8 quarters. The position peaked at $338K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

Sound View Wealth Advisors Group reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
Sound View Wealth Advisors Group sold 3,640 Chipotle Mexican Grill shares in Q3 2025, an estimated $204K.
Sound View Wealth Advisors Group first reported a position in Chipotle Mexican Grill in Q4 2022 and held it in 8 quarters.
Sound View Wealth Advisors Group's Chipotle Mexican Grill position peaked at $338K in Q2 2024.
1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.