UAG
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United Advisor Group’s Chipotle Mexican Grill CMG Stock Holding History

United Advisor Group’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 		$339K Buy
10,581
+326
+3% +$12.1K 0.04% 369
2025
Q4 		$379K Sell
10,255
-1,219
-11% -$44.1K 0.05% 327
2025
Q3 		$450K Buy
11,474
+619
+6% +$27.9K 0.06% 279
2025
Q2 		$610K Buy
10,855
+237
+2% +$12.1K 0.11% 192
2025
Q1 		$533K Buy
10,618
+132
+1% +$7.18K 0.11% 178
2024
Q4 		$632K Buy
10,486
+1,036
+11% +$62.4K 0.13% 170
2024
Q3 		$545K Buy
9,450
+293
+3% +$16.2K 0.12% 173
2024
Q2 		$574K Buy
9,157
+557
+6% +$34.6K 0.18% 120
2024
Q1 		$500K Sell
8,600
-2,350
-21% -$120K 0.19% 116
2023
Q4 		$503K Buy
+10,950
New +$456K 0.61% 33

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

United Advisor Group's CMG Position: Q1 2026 in Review

United Advisor Group increased its Chipotle Mexican Grill (CMG) stake by 3.2% in Q1 2026, buying an estimated $12.1K and bringing the position to 10,581 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #369.

United Advisor Group first reported a position in CMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $632K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • United Advisor Group held 10,581 shares of Chipotle Mexican Grill worth $339K as of Q1 2026.
  • United Advisor Group bought 326 Chipotle Mexican Grill shares in Q1 2026, an estimated $12.1K.
  • Chipotle Mexican Grill made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #369 holding.
  • United Advisor Group first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 10 quarters since.
  • United Advisor Group's Chipotle Mexican Grill position peaked at $632K in Q4 2024.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.