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WealthPlan Investment Management’s Chipotle Mexican Grill CMG Stock Holding History

WealthPlan Investment Management’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
-5,963
Closed -$360K – 272
2024
Q4 		$360K Sell
5,963
-14,754
-71% -$889K 0.04% 205
2024
Q3 		$1.19M Buy
+20,717
New +$1.15M 0.12% 118
2023
Q3 		– Sell
-100
Closed -$4.28K – 192
2023
Q2 		$4.28K Hold
100
– – ﹤0.01% 305
2023
Q1 		$3.42K Buy
+100
New +$3.14K ﹤0.01% 380

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

WealthPlan Investment Management's CMG Position: Q1 2025 in Review

WealthPlan Investment Management sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 5,963 shares — an estimated $360K sold.

WealthPlan Investment Management first reported a position in CMG in Q1 2023 and held it in 4 quarters. The position peaked at $1.19M in Q3 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

  • WealthPlan Investment Management reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,963 Chipotle Mexican Grill shares in Q1 2025, an estimated $360K.
  • WealthPlan Investment Management first reported a position in Chipotle Mexican Grill in Q1 2023 and held it in 4 quarters.
  • WealthPlan Investment Management's Chipotle Mexican Grill position peaked at $1.19M in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.