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Vertex Planning Partners’s Chipotle Mexican Grill CMG Stock Holding History

Vertex Planning 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
Q1 		– Sell
-3,573
Closed -$215K – 181
2024
Q4 		$215K Buy
3,573
+69
+2% +$4.16K 0.05% 177
2024
Q3 		$202K Buy
3,504
+104
+3% +$5.76K 0.05% 160
2024
Q2 		$213K Buy
+3,400
New +$211K 0.06% 147

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Vertex Planning Partners's CMG Position: Q1 2025 in Review

Vertex Planning Partners sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 3,573 shares — an estimated $215K sold.

Vertex Planning Partners first reported a position in CMG in Q2 2024 and held it in 3 quarters. The position peaked at $215K in Q4 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

  • Vertex Planning Partners reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 3,573 Chipotle Mexican Grill shares in Q1 2025, an estimated $215K.
  • Vertex Planning Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and held it in 3 quarters.
  • Vertex Planning Partners's Chipotle Mexican Grill position peaked at $215K in Q4 2024.
  • 1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on Vertex Planning Partners's 13F filing for Q1 2025, filed 14 May 2025.