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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Total Wealth Planning & Management's CMG Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Chipotle Mexican Grill (CMG) stake by 25% in Q1 2026, buying an estimated $83.2K and bringing the position to 11,430 shares worth $366K. The position accounts for 0.27% of the portfolio, ranked #126.

Total Wealth Planning & Management first reported a position in CMG in Q4 2025 and has held it in 2 quarters since. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Total Wealth Planning & Management held 11,430 shares of Chipotle Mexican Grill worth $366K as of Q1 2026.
  • Total Wealth Planning & Management bought 2,251 Chipotle Mexican Grill shares in Q1 2026, an estimated $83.2K.
  • Chipotle Mexican Grill made up 0.27% of Total Wealth Planning & Management's portfolio in Q1 2026, its #126 holding.
  • Total Wealth Planning & Management first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 2 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.