Suvretta Capital Management’s Chipotle Mexican Grill CMG Stock Holding History

Suvretta Capital Management’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 Q1	–	Sell	-686,300	Closed	-$25.4M	–	92
2025 Q4	$25.4M	Buy	+686,300	New	+$24.8M	0.52%	51
2025 Q2	–	Sell	-539,540	Closed	-$27.1M	–	100
2025 Q1	$27.1M	Buy	+539,540	New	+$29.3M	1.01%	30
2024 Q3	–	Sell	-398,500	Closed	-$25M	–	100
2024 Q2	$25M	Hold	398,500	–	–	0.92%	36
2024 Q1	$23.2M	Sell	398,500 -37,000	-8%	-$1.89M	0.86%	37
2023 Q4	$19.9M	Sell	435,500 -584,500	-57%	-$24.3M	0.9%	36
2023 Q3	$37.4M	Buy	+1,020,000	New	+$39.8M	2.02%	17
2020 Q2	–	Sell	-3,252,500	Closed	-$42.6M	–	86
2020 Q1	$42.6M	Buy	+3,252,500	New	+$51.4M	1.15%	31

Other funds holding CMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Suvretta Capital Management's CMG Position: Q1 2026 in Review

Suvretta Capital Management sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 686,300 shares — an estimated $25.4M sold.

Suvretta Capital Management first reported a position in CMG in Q1 2020 and held it in 7 quarters. The position peaked at $42.6M in Q1 2020. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Suvretta Capital Management reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
Suvretta Capital Management sold 686,300 Chipotle Mexican Grill shares in Q1 2026, an estimated $25.4M.
Suvretta Capital Management first reported a position in Chipotle Mexican Grill in Q1 2020 and held it in 7 quarters.
Suvretta Capital Management's Chipotle Mexican Grill position peaked at $42.6M in Q1 2020.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Suvretta Capital Management's 13F filing for Q1 2026, filed 15 May 2026.