WR Wealth Planners’s Chipotle Mexican Grill CMG Stock Holding History

WR Wealth Planners’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
2024 Q4	$37.4K	Buy	620 +57	+10%	+$3.44K	0.01%	351
2024 Q3	$32.4K	Buy	563 +395	+235%	+$21.9K	0.01%	406
2024 Q2	$10.5K	Sell	168 -82	-33%	-$5.09K	﹤0.01%	579
2024 Q1	$14.5K	Buy	+250	New	+$12.8K	﹤0.01%	514
2023 Q4	–	Sell	-400	Closed	-$14.7K	–	302
2023 Q3	$14.7K	Hold	400	–	–	0.01%	477
2023 Q2	$17.1K	Buy	400 +150	+60%	+$5.93K	0.01%	459
2023 Q1	$8.54K	Hold	250	–	–	﹤0.01%	591
2022 Q4	$6.94K	Hold	250	–	–	﹤0.01%	304
2022 Q3	$7.51K	Hold	250	–	–	0.01%	283
2022 Q2	$6.54K	Hold	250	–	–	﹤0.01%	320
2022 Q1	$7.91K	Buy	+250	New	+$7.53K	﹤0.01%	322

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

WR Wealth Planners's CMG Position: Q4 2024 in Review

WR Wealth Planners increased its Chipotle Mexican Grill (CMG) stake by 10% in Q4 2024, buying an estimated $3.44K and bringing the position to 620 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #351.

WR Wealth Planners first reported a position in CMG in Q1 2022 and has held it in 11 quarters since. 1,640 funds tracked by Wall St. Rank hold CMG as of Q4 2024.

WR Wealth Planners held 620 shares of Chipotle Mexican Grill worth $37.4K as of Q4 2024.
WR Wealth Planners bought 57 Chipotle Mexican Grill shares in Q4 2024, an estimated $3.44K.
Chipotle Mexican Grill made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #351 holding.
WR Wealth Planners first reported a position in Chipotle Mexican Grill in Q1 2022 and has held it in 11 quarters since.
1,640 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.