United Capital Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
33,143
+1,164
| +4% | +$38K | 0.01% | 756 |
|
|
2026
Q1 | $1.02M | Sell |
31,979
-4,927
| -13% | -$182K | 0.01% | 747 |
|
|
2025
Q4 | $1.37M | Buy |
36,906
+6,783
| +23% | +$245K | 0.01% | 640 |
|
|
2025
Q3 | $1.18M | Sell |
30,123
-3,010
| -9% | -$136K | 0.01% | 595 |
|
|
2025
Q2 | $1.86M | Buy |
33,133
+5,566
| +20% | +$283K | 0.02% | 457 |
|
|
2025
Q1 | $1.38M | Buy |
27,567
+118
| +0.4% | +$6.42K | 0.01% | 498 |
|
|
2024
Q4 | $1.66M | Sell |
27,449
-7,307
| -21% | -$440K | 0.01% | 458 |
|
|
2024
Q3 | $2M | Sell |
34,756
-1,150
| -3% | -$63.7K | 0.02% | 417 |
|
|
2024
Q2 | $2.25M | Sell |
35,906
-2,194
| -6% | -$136K | 0.02% | 375 |
|
|
2024
Q1 | $2.21M | Sell |
38,100
-5,100
| -12% | -$261K | 0.02% | 409 |
|
|
2023
Q4 | $1.98M | Buy |
43,200
+15,750
| +57% | +$655K | 0.02% | 419 |
|
|
2023
Q3 | $1.01M | Sell |
27,450
-102,450
| -79% | -$3.99M | 0.01% | 512 |
|
|
2023
Q2 | $5.56M | Buy |
129,900
+11,000
| +9% | +$435K | 0.03% | 298 |
|
|
2023
Q1 | $4.06M | Sell |
118,900
-28,950
| -20% | -$910K | 0.02% | 345 |
|
|
2022
Q4 | $4.1M | Sell |
147,850
-15,600
| -10% | -$466K | 0.02% | 359 |
|
|
2022
Q3 | $4.91M | Buy |
163,450
+3,700
| +2% | +$115K | 0.03% | 320 |
|
|
2022
Q2 | $4.18M | Sell |
159,750
-44,900
| -22% | -$1.25M | 0.02% | 363 |
|
|
2022
Q1 | $6.47M | Sell |
204,650
-26,250
| -11% | -$791K | 0.03% | 327 |
|
|
2021
Q4 | $8.07M | Buy |
230,900
+25,550
| +12% | +$900K | 0.04% | 305 |
|
|
2021
Q3 | $7.46M | Buy |
205,350
+7,150
| +4% | +$260K | 0.04% | 310 |
|
|
2021
Q2 | $6.15M | Buy |
198,200
+16,700
| +9% | +$477K | 0.03% | 349 |
|
|
2021
Q1 | $5.16M | Buy |
181,500
+1,400
| +0.8% | +$40.5K | 0.03% | 355 |
|
|
2020
Q4 | $5M | Buy |
180,100
+145,300
| +418% | +$3.81M | 0.03% | 350 |
|
|
2020
Q3 | $866K | Sell |
34,800
-950
| -3% | -$22.9K | 0.01% | 697 |
|
|
2020
Q2 | $752K | Buy |
35,750
+4,000
| +13% | +$74.1K | 0.01% | 741 |
|
|
2020
Q1 | $416K | Sell |
31,750
-3,450
| -10% | -$54.5K | ﹤0.01% | 880 |
|
|
2019
Q4 | $589K | Buy |
35,200
+3,400
| +11% | +$54.6K | ﹤0.01% | 941 |
|
|
2019
Q3 | $535K | Sell |
31,800
-950
| -3% | -$15.1K | ﹤0.01% | 932 |
|
|
2019
Q2 | $480K | Buy |
32,750
+1,050
| +3% | +$14.8K | ﹤0.01% | 1065 |
|
|
2019
Q1 | $450K | Buy |
31,700
+300
| +1% | +$3.48K | ﹤0.01% | 1012 |
|
|
2018
Q4 | $271K | Sell |
31,400
-2,950
| -9% | -$26.7K | ﹤0.01% | 1100 |
|
|
2018
Q3 | $312K | Sell |
34,350
-800
| -2% | -$7.61K | ﹤0.01% | 1090 |
|
|
2018
Q2 | $303K | Buy |
35,150
+300
| +0.9% | +$2.45K | ﹤0.01% | 1074 |
|
|
2018
Q1 | $225K | Sell |
34,850
-21,400
| -38% | -$135K | ﹤0.01% | 1199 |
|
|
2017
Q4 | $332K | Sell |
56,250
-51,400
| -48% | -$307K | ﹤0.01% | 1077 |
|
|
2017
Q3 | $663K | Sell |
107,650
-21,200
| -16% | -$143K | 0.01% | 887 |
|
|
2017
Q2 | $1.07M | Sell |
128,850
-15,500
| -11% | -$144K | 0.01% | 744 |
|
|
2017
Q1 | $1.29M | Sell |
144,350
-1,350
| -0.9% | -$11.1K | 0.01% | 672 |
|
|
2016
Q4 | $1.1M | Sell |
145,700
-69,300
| -32% | -$547K | 0.01% | 730 |
|
|
2016
Q3 | $1.82M | Sell |
215,000
-19,550
| -8% | -$161K | 0.02% | 613 |
|
|
2016
Q2 | $1.89M | Sell |
234,550
-8,100
| -3% | -$70.4K | 0.02% | 564 |
|
|
2016
Q1 | $2.29M | Sell |
242,650
-89,650
| -27% | -$853K | 0.03% | 502 |
|
|
2015
Q4 | $3.19M | Buy |
332,300
+192,350
| +137% | +$2.35M | 0.04% | 442 |
|
|
2015
Q3 | $2.02M | Sell |
139,950
-14,050
| -9% | -$200K | 0.02% | 524 |
|
|
2015
Q2 | $1.86M | Sell |
154,000
-5,650
| -4% | -$71.5K | 0.02% | 583 |
|
|
2015
Q1 | $1.98M | Buy |
159,650
+21,700
| +16% | +$296K | 0.02% | 555 |
|
|
2014
Q4 | $1.89M | Buy |
137,950
+18,950
| +16% | +$248K | 0.03% | 488 |
|
|
2014
Q3 | $1.59M | Buy |
+119,000
| New | +$1.56M | 0.03% | 500 |
|
|
2014
Q2 | – | Sell |
-129,350
| Closed | -$1.47M | – | 812 |
|
|
2014
Q1 | $1.47M | Buy |
129,350
+99,050
| +327% | +$1.09M | 0.03% | 410 |
|
|
2013
Q4 | $323K | Sell |
30,300
-70,300
| -70% | -$715K | 0.01% | 516 |
|
|
2013
Q3 | $863K | Sell |
100,600
-48,250
| -32% | -$390K | 0.03% | 362 |
|
|
2013
Q2 | $1.08M | Buy |
+148,850
| New | +$1.07M | 0.03% | 392 |
|
Other funds holding CMG
United Capital Financial Advisors's CMG Position: Q2 2026 in Review
United Capital Financial Advisors increased its Chipotle Mexican Grill (CMG) stake by 3.6% in Q2 2026, buying an estimated $38K and bringing the position to 33,143 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #756.
United Capital Financial Advisors first reported a position in CMG in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.07M in Q4 2021. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.
- United Capital Financial Advisors held 33,143 shares of Chipotle Mexican Grill worth $1.13M as of Q2 2026.
- United Capital Financial Advisors bought 1,164 Chipotle Mexican Grill shares in Q2 2026, an estimated $38K.
- Chipotle Mexican Grill made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #756 holding.
- United Capital Financial Advisors first reported a position in Chipotle Mexican Grill in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Chipotle Mexican Grill position peaked at $8.07M in Q4 2021.
- 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.