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Whipplewood Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Whipplewood 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 		$2.04K Sell
60
-40
-40% -$1.31K ﹤0.01% 419
2026
Q1 		$3.2K Buy
+100
New +$3.7K ﹤0.01% 693
2025
Q3 		– Sell
-150
Closed -$8.42K – 470
2025
Q2 		$8.42K Buy
150
+134
+838% +$6.82K ﹤0.01% 595
2025
Q1 		$7.53K Sell
16
-147
-90% -$8K ﹤0.01% 614
2024
Q4 		$9.83K Buy
+163
New +$9.82K 0.01% 557

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Whipplewood Advisors's CMG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Chipotle Mexican Grill (CMG) stake by 40% in Q2 2026, selling an estimated $1.31K and leaving 60 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Whipplewood Advisors first reported a position in CMG in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.83K in Q4 2024. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Whipplewood Advisors held 60 shares of Chipotle Mexican Grill worth $2.04K as of Q2 2026.
  • Whipplewood Advisors sold 40 Chipotle Mexican Grill shares in Q2 2026, an estimated $1.31K.
  • Chipotle Mexican Grill made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #419 holding.
  • Whipplewood Advisors first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Chipotle Mexican Grill position peaked at $9.83K in Q4 2024.
  • 1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.