SteelPeak Wealth’s Chipotle Mexican Grill CMG Stock Holding History

SteelPeak 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 Q1	–	Sell	-24,474	Closed	-$1.48M	–	590
2024 Q4	$1.48M	Buy	24,474 +2,580	+12%	+$155K	0.06%	206
2024 Q3	$1.26M	Buy	+21,894	New	+$1.21M	0.05%	207
2024 Q2	–	Sell	-15,000	Closed	-$872K	–	548
2024 Q1	$872K	Hold	15,000	–	–	0.04%	231
2023 Q4	$686K	Hold	15,000	–	–	0.04%	251
2023 Q3	$550K	Buy	+15,000	New	+$585K	0.03%	244
2021 Q4	–	Sell	-9,800	Closed	-$356K	–	432
2021 Q3	$356K	Buy	+9,800	New	+$357K	0.02%	299

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

SteelPeak Wealth's CMG Position: Q1 2025 in Review

SteelPeak Wealth sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 24,474 shares — an estimated $1.48M sold.

SteelPeak Wealth first reported a position in CMG in Q3 2021 and held it in 6 quarters. The position peaked at $1.48M in Q4 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

SteelPeak Wealth reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 24,474 Chipotle Mexican Grill shares in Q1 2025, an estimated $1.48M.
SteelPeak Wealth first reported a position in Chipotle Mexican Grill in Q3 2021 and held it in 6 quarters.
SteelPeak Wealth's Chipotle Mexican Grill position peaked at $1.48M in Q4 2024.
1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.