Toth Financial Advisory
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Toth Financial Advisory’s Chipotle Mexican Grill CMG Stock Holding History

Toth Financial Advisory’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
Q3 		$991 Buy
31
+30
+3,000% +$1.04K ﹤0.01% 965
2026
Q2 		$34 Hold
1
– – ﹤0.01% 877
2026
Q1 		$33 Sell
1
-749
-100% -$27.7K ﹤0.01% 916
2025
Q4 		$27.8K Sell
750
-2
-0.3% -$72 ﹤0.01% 432
2025
Q3 		$29.5K Buy
752
+2
+0.3% +$90 ﹤0.01% 426
2025
Q2 		$42.1K Hold
750
– – ﹤0.01% 331
2025
Q1 		$37.7K Hold
750
– – ﹤0.01% 323
2024
Q4 		$45.2K Hold
750
– – 0.01% 307
2024
Q3 		$43.2K Sell
750
-11,350
-94% -$628K 0.01% 311
2024
Q2 		$758K Hold
12,100
– – 0.1% 135
2024
Q1 		$703K Buy
12,100
+5,350
+79% +$274K 0.09% 144
2023
Q4 		$309K Buy
6,750
+5,800
+611% +$241K 0.04% 189
2023
Q3 		$34.8K Buy
950
+150
+19% +$5.85K 0.01% 304
2023
Q2 		$34.2K Sell
800
-50
-6% -$1.98K 0.01% 316
2023
Q1 		$29K Hold
850
– – ﹤0.01% 339
2022
Q4 		$23.6K Sell
850
-22,500
-96% -$672K ﹤0.01% 363
2022
Q3 		$702K Buy
23,350
+22,400
+2,358% +$694K 0.13% 114
2022
Q2 		$25K Buy
950
+150
+19% +$4.18K ﹤0.01% 343
2022
Q1 		$25K Hold
800
– – ﹤0.01% 359
2021
Q4 		$28K Sell
800
-15,300
-95% -$539K ﹤0.01% 353
2021
Q3 		$585K Buy
16,100
+15,000
+1,364% +$546K 0.09% 140
2021
Q2 		$34K Sell
1,100
-1,700
-61% -$48.5K 0.01% 310
2021
Q1 		$80K Sell
2,800
-21,500
-88% -$622K 0.01% 249
2020
Q4 		$674K Buy
24,300
+10,750
+79% +$282K 0.12% 126
2020
Q3 		$337K Sell
13,550
-200
-1% -$4.82K 0.06% 150
2020
Q2 		$289K Buy
13,750
+12,500
+1,000% +$231K 0.06% 150
2020
Q1 		$16K Buy
1,250
+750
+150% +$11.9K ﹤0.01% 242
2019
Q4 		$8K Buy
+500
New +$8.02K ﹤0.01% 323

Other funds holding CMG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Toth Financial Advisory's CMG Position: Q3 2026 in Review

Toth Financial Advisory increased its Chipotle Mexican Grill (CMG) stake by 3,000% in Q3 2026, buying an estimated $1.04K and bringing the position to 31 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Toth Financial Advisory first reported a position in CMG in Q4 2019 and has held it in 28 quarters since. The position peaked at $758K in Q2 2024. 662 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Toth Financial Advisory held 31 shares of Chipotle Mexican Grill worth $991 as of Q3 2026.
  • Toth Financial Advisory bought 30 Chipotle Mexican Grill shares in Q3 2026, an estimated $1.04K.
  • Chipotle Mexican Grill made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #965 holding.
  • Toth Financial Advisory first reported a position in Chipotle Mexican Grill in Q4 2019 and has held it in 28 quarters since.
  • Toth Financial Advisory's Chipotle Mexican Grill position peaked at $758K in Q2 2024.
  • 662 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.