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Summit Wealth Group (Colorado)’s Chipotle Mexican Grill CMG Stock Holding History

Summit Wealth Group (Colorado)’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 		$243K Buy
7,138
+256
+4% +$8.36K 0.02% 340
2026
Q1 		$220K Sell
6,882
-168
-2% -$6.21K 0.02% 312
2025
Q4 		$261K Buy
+7,050
New +$255K 0.03% 228
2025
Q3 		– Sell
-6,404
Closed -$360K – 503
2025
Q2 		$360K Buy
+6,404
New +$326K 0.09% 163

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CMG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Chipotle Mexican Grill (CMG) stake by 3.7% in Q2 2026, buying an estimated $8.36K and bringing the position to 7,138 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #340.

Summit Wealth Group (Colorado) first reported a position in CMG in Q2 2025 and has held it in 4 quarters since. The position peaked at $360K in Q2 2025. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,138 shares of Chipotle Mexican Grill worth $243K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 256 Chipotle Mexican Grill shares in Q2 2026, an estimated $8.36K.
  • Chipotle Mexican Grill made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #340 holding.
  • Summit Wealth Group (Colorado) first reported a position in Chipotle Mexican Grill in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Chipotle Mexican Grill position peaked at $360K in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.