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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triad Wealth Partners's CMG Position: Q4 2025 in Review

Triad Wealth Partners sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 8,405 shares — an estimated $329K sold.

Triad Wealth Partners first reported a position in CMG in Q2 2024 and held it in 5 quarters. The position peaked at $504K in Q2 2025. 1,340 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

  • Triad Wealth Partners reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 8,405 Chipotle Mexican Grill shares in Q4 2025, an estimated $329K.
  • Triad Wealth Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and held it in 5 quarters.
  • Triad Wealth Partners's Chipotle Mexican Grill position peaked at $504K in Q2 2025.
  • 1,340 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.