Strategic Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

Strategic Wealth Partners’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 Q2	–	Sell	-4	Closed	-$138	–	1483
2026 Q1	$138	Buy	+4	New	+$148	﹤0.01%	1393
2025 Q3	–	Sell	-46	Closed	-$2.58K	–	1329
2025 Q2	$2.58K	Buy	+46	New	+$2.34K	﹤0.01%	990
2019 Q2	–	Sell	-250	Closed	-$4K	–	746
2019 Q1	$4K	Hold	250	–	–	﹤0.01%	666
2018 Q4	$3K	Hold	250	–	–	﹤0.01%	610
2018 Q3	$2K	Hold	250	–	–	﹤0.01%	601
2018 Q2	$2K	Sell	250 -500	-67%	-$4.09K	﹤0.01%	692
2018 Q1	$5K	Hold	750	–	–	﹤0.01%	635
2017 Q4	$5K	Buy	+750	New	+$4.47K	﹤0.01%	607

Other funds holding CMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Strategic Wealth Partners's CMG Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 4 shares — an estimated $138 sold.

Strategic Wealth Partners first reported a position in CMG in Q4 2017 and held it in 8 quarters. The position peaked at $5K in Q1 2018. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Strategic Wealth Partners reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 4 Chipotle Mexican Grill shares in Q2 2026, an estimated $138.
Strategic Wealth Partners first reported a position in Chipotle Mexican Grill in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's Chipotle Mexican Grill position peaked at $5K in Q1 2018.
1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.