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West Branch Capital’s Chipotle Mexican Grill CMG Stock Holding History

West Branch Capital’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
Q3 		– Sell
-150
Closed -$8.42K – 457
2025
Q2 		$8.42K Hold
150
– – ﹤0.01% 290
2025
Q1 		$7.53K Buy
150
+125
+500% +$6.8K ﹤0.01% 309
2024
Q4 		$1.51K Buy
+25
New +$1.51K ﹤0.01% 395
2024
Q1 		– Sell
-100
Closed -$4.57K – 428
2023
Q4 		$4.57K Buy
+100
New +$4.16K ﹤0.01% 347

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

West Branch Capital's CMG Position: Q3 2025 in Review

West Branch Capital sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 150 shares — an estimated $8.42K sold.

West Branch Capital first reported a position in CMG in Q4 2023 and held it in 4 quarters. The position peaked at $8.42K in Q2 2025. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

  • West Branch Capital reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
  • West Branch Capital sold 150 Chipotle Mexican Grill shares in Q3 2025, an estimated $8.42K.
  • West Branch Capital first reported a position in Chipotle Mexican Grill in Q4 2023 and held it in 4 quarters.
  • West Branch Capital's Chipotle Mexican Grill position peaked at $8.42K in Q2 2025.
  • 1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.