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Spurstone Advisory Services’s Chipotle Mexican Grill CMG Stock Holding History

Spurstone Advisory Services’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
Q4 		– Sell
-1,000
Closed -$39.2K – 100
2025
Q3 		$39.2K Buy
+1,000
New +$45K 0.56% 28

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Spurstone Advisory Services's CMG Position: Q4 2025 in Review

Spurstone Advisory Services sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 1,000 shares — an estimated $39.2K sold.

Spurstone Advisory Services first reported a position in CMG in Q3 2025 and held it in 1 quarter. The position peaked at $39.2K in Q3 2025. 1,340 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

  • Spurstone Advisory Services reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 1,000 Chipotle Mexican Grill shares in Q4 2025, an estimated $39.2K.
  • Spurstone Advisory Services first reported a position in Chipotle Mexican Grill in Q3 2025 and held it in 1 quarter.
  • Spurstone Advisory Services's Chipotle Mexican Grill position peaked at $39.2K in Q3 2025.
  • 1,340 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Spurstone Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.