WCG Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

WCG Wealth 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 Q1	$755K	Buy	23,588 +216	+0.9%	+$7.99K	0.02%	411
2025 Q4	$865K	Buy	23,372 +6,696	+40%	+$242K	0.02%	377
2025 Q3	$654K	Buy	16,676 +1,672	+11%	+$75.3K	0.04%	268
2025 Q2	$842K	Buy	+15,004	New	+$763K	0.05%	240
2025 Q1	–	Sell	-17,197	Closed	-$1.04M	–	294
2024 Q4	$1.04M	Sell	17,197 -935	-5%	-$56.4K	0.07%	209
2024 Q3	$1.04M	Buy	18,132 +2,682	+17%	+$148K	0.07%	218
2024 Q2	$968K	Buy	+15,450	New	+$960K	0.07%	196

Other funds holding CMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCG Wealth Advisors's CMG Position: Q1 2026 in Review

WCG Wealth Advisors increased its Chipotle Mexican Grill (CMG) stake by 0.92% in Q1 2026, buying an estimated $7.99K and bringing the position to 23,588 shares worth $755K. The position accounts for 0.02% of the portfolio, ranked #411.

WCG Wealth Advisors first reported a position in CMG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q3 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

WCG Wealth Advisors held 23,588 shares of Chipotle Mexican Grill worth $755K as of Q1 2026.
WCG Wealth Advisors bought 216 Chipotle Mexican Grill shares in Q1 2026, an estimated $7.99K.
Chipotle Mexican Grill made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #411 holding.
WCG Wealth Advisors first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 7 quarters since.
WCG Wealth Advisors's Chipotle Mexican Grill position peaked at $1.04M in Q3 2024.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.