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Unify Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Unify Financial Advisors’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 		$219K Sell
6,440
-250
-4% -$8.17K 0.2% 88
2026
Q1 		$214K Hold
6,690
– – 0.22% 86
2025
Q4 		$248K Buy
+6,690
New +$242K 0.26% 80

Other funds holding CMG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Unify Financial Advisors's CMG Position: Q2 2026 in Review

Unify Financial Advisors reduced its Chipotle Mexican Grill (CMG) stake by 3.7% in Q2 2026, selling an estimated $8.17K and leaving 6,440 shares worth $219K. The position accounts for 0.2% of the portfolio, ranked #88.

Unify Financial Advisors first reported a position in CMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 255 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Unify Financial Advisors held 6,440 shares of Chipotle Mexican Grill worth $219K as of Q2 2026.
  • Unify Financial Advisors sold 250 Chipotle Mexican Grill shares in Q2 2026, an estimated $8.17K.
  • Chipotle Mexican Grill made up 0.2% of Unify Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Unify Financial Advisors first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Chipotle Mexican Grill position peaked at $248K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.