Stiles Financial Services’s Chipotle Mexican Grill CMG Stock Holding History

Stiles Financial 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
2026 Q3	$569K	Buy	17,796 +1,838	+12%	+$63.7K	0.15%	118
2026 Q2	$543K	Buy	15,958 +400	+3%	+$13.1K	0.14%	115
2026 Q1	$498K	Buy	15,558 +620	+4%	+$22.9K	0.15%	120
2025 Q4	$553K	Buy	14,938 +820	+6%	+$29.7K	0.17%	117
2025 Q3	$553K	Buy	14,118 +1,358	+11%	+$61.1K	0.17%	113
2025 Q2	$716K	Buy	12,760 +965	+8%	+$49.1K	0.25%	92
2025 Q1	$592K	Buy	11,795 +1,845	+19%	+$100K	0.23%	104
2024 Q4	$600K	Buy	9,950 +560	+6%	+$33.8K	0.22%	108
2024 Q3	$541K	Buy	+9,390	New	+$520K	0.19%	108

Other funds holding CMG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Stiles Financial Services's CMG Position: Q3 2026 in Review

Stiles Financial Services increased its Chipotle Mexican Grill (CMG) stake by 12% in Q3 2026, buying an estimated $63.7K and bringing the position to 17,796 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #118.

Stiles Financial Services first reported a position in CMG in Q3 2024 and has held it in 9 quarters since. The position peaked at $716K in Q2 2025. 824 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

Stiles Financial Services held 17,796 shares of Chipotle Mexican Grill worth $569K as of Q3 2026.
Stiles Financial Services bought 1,838 Chipotle Mexican Grill shares in Q3 2026, an estimated $63.7K.
Chipotle Mexican Grill made up 0.15% of Stiles Financial Services's portfolio in Q3 2026, its #118 holding.
Stiles Financial Services first reported a position in Chipotle Mexican Grill in Q3 2024 and has held it in 9 quarters since.
Stiles Financial Services's Chipotle Mexican Grill position peaked at $716K in Q2 2025.
824 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.