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

Wealth Preservation 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 		– Sell
-150
Closed -$4.8K – 249
2026
Q1 		$4.8K Hold
150
– – ﹤0.01% 496
2025
Q4 		$5.55K Hold
150
– – ﹤0.01% 365
2025
Q3 		$5.88K Hold
150
– – ﹤0.01% 347
2025
Q2 		$8.42K Hold
150
– – 0.01% 306
2025
Q1 		$7.53K Buy
+150
New +$8.16K 0.01% 336

Other funds holding CMG

BlackRock
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Vanguard Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealth Preservation Advisors's CMG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 150 shares — an estimated $4.8K sold.

Wealth Preservation Advisors first reported a position in CMG in Q1 2025 and held it in 5 quarters. The position peaked at $8.42K in Q2 2025. 1,195 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 150 Chipotle Mexican Grill shares in Q2 2026, an estimated $4.8K.
  • Wealth Preservation Advisors first reported a position in Chipotle Mexican Grill in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Chipotle Mexican Grill position peaked at $8.42K in Q2 2025.
  • 1,195 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.