Triad Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

Triad Wealth Partners’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	$301K	Buy	+8,031	New	+$262K	0.02%	445
2025 Q4	–	Sell	-8,405	Closed	-$329K	–	462
2025 Q3	$329K	Sell	8,405 -571	-6%	-$25.7K	0.04%	267
2025 Q2	$504K	Buy	8,976 +1,693	+23%	+$86.1K	0.1%	150
2025 Q1	$366K	Buy	7,283 +599	+9%	+$32.6K	0.11%	135
2024 Q4	$403K	Buy	+6,684	New	+$403K	0.15%	109
2024 Q3	–	Sell	-4,050	Closed	-$254K	–	211
2024 Q2	$254K	Buy	+4,050	New	+$252K	0.13%	76

Other funds holding CMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Triad Wealth Partners's CMG Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 8,031 shares worth $301K. The stake represents 0.02% of the portfolio and ranks #445 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in CMG as recently as Q3 2025.

Triad Wealth Partners first reported a position in CMG in Q2 2024 and has held it in 6 quarters since. The position peaked at $504K in Q2 2025. 1,195 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Triad Wealth Partners held 8,031 shares of Chipotle Mexican Grill worth $301K as of Q2 2026.
Chipotle Mexican Grill was a new Triad Wealth Partners position in Q2 2026.
Chipotle Mexican Grill made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #445 holding.
Triad Wealth Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's Chipotle Mexican Grill position peaked at $504K in Q2 2025.
1,195 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.