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Total Wealth Planning & Management’s Chipotle Mexican Grill CMG Stock Holding History

Total Wealth Planning & 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
Q2 		$701K Buy
20,627
+9,197
+80% +$300K 0.47% 70
2026
Q1 		$366K Buy
11,430
+2,251
+25% +$83.2K 0.27% 126
2025
Q4 		$340K Buy
+9,179
New +$332K 0.25% 131

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

Total Wealth Planning & Management's CMG Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Chipotle Mexican Grill (CMG) stake by 80% in Q2 2026, buying an estimated $300K and bringing the position to 20,627 shares worth $701K. The position accounts for 0.47% of the portfolio, ranked #70.

Total Wealth Planning & Management first reported a position in CMG in Q4 2025 and has held it in 3 quarters since. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Total Wealth Planning & Management held 20,627 shares of Chipotle Mexican Grill worth $701K as of Q2 2026.
  • Total Wealth Planning & Management bought 9,197 Chipotle Mexican Grill shares in Q2 2026, an estimated $300K.
  • Chipotle Mexican Grill made up 0.47% of Total Wealth Planning & Management's portfolio in Q2 2026, its #70 holding.
  • Total Wealth Planning & Management first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 3 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.