YHB Investment Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.93M | Sell |
56,855
-1,749
| -3% | -$57.1K | 0.12% | 129 |
|
|
2026
Q1 | $1.88M | Sell |
58,604
-5,777
| -9% | -$214K | 0.13% | 128 |
|
|
2025
Q4 | $2.38M | Sell |
64,381
-1,870
| -3% | -$67.6K | 0.16% | 113 |
|
|
2025
Q3 | $2.6M | Buy |
66,251
+3,132
| +5% | +$141K | 0.19% | 107 |
|
|
2025
Q2 | $3.54M | Buy |
63,119
+1,251
| +2% | +$63.6K | 0.27% | 88 |
|
|
2025
Q1 | $3.11M | Buy |
61,868
+7,960
| +15% | +$433K | 0.26% | 87 |
|
|
2024
Q4 | $3.25M | Buy |
53,908
+35,158
| +188% | +$2.12M | 0.27% | 87 |
|
|
2024
Q3 | $1.08M | Buy |
18,750
+1,150
| +7% | +$63.7K | 0.09% | 145 |
|
|
2024
Q2 | $1.1M | Sell |
17,600
-350
| -2% | -$21.7K | 0.09% | 145 |
|
|
2024
Q1 | $1.04M | Hold |
17,950
| – | – | 0.09% | 148 |
|
|
2023
Q4 | $821K | Hold |
17,950
| – | – | 0.08% | 150 |
|
|
2023
Q3 | $658K | Buy |
17,950
+50
| +0.3% | +$1.95K | 0.06% | 167 |
|
|
2023
Q2 | $766K | Hold |
17,900
| – | – | 0.07% | 160 |
|
|
2023
Q1 | $612K | Hold |
17,900
| – | – | 0.06% | 174 |
|
|
2022
Q4 | $497K | Sell |
17,900
-350
| -2% | -$10.5K | 0.05% | 183 |
|
|
2022
Q3 | $549K | Hold |
18,250
| – | – | 0.06% | 181 |
|
|
2022
Q2 | $477K | Hold |
18,250
| – | – | 0.05% | 189 |
|
|
2022
Q1 | $577K | Buy |
18,250
+50
| +0.3% | +$1.51K | 0.05% | 186 |
|
|
2021
Q4 | $636K | Sell |
18,200
-700
| -4% | -$24.6K | 0.05% | 191 |
|
|
2021
Q3 | $687K | Hold |
18,900
| – | – | 0.06% | 184 |
|
|
2021
Q2 | $586K | Sell |
18,900
-500
| -3% | -$14.3K | 0.05% | 192 |
|
|
2021
Q1 | $596K | Sell |
19,400
-1,250
| -6% | -$36.2K | 0.05% | 190 |
|
|
2020
Q4 | $573K | Buy |
20,650
+150
| +0.7% | +$3.94K | 0.05% | 187 |
|
|
2020
Q3 | $510K | Buy |
20,500
+500
| +3% | +$12.1K | 0.06% | 187 |
|
|
2020
Q2 | $421K | Hold |
20,000
| – | – | 0.06% | 137 |
|
|
2020
Q1 | $262K | Hold |
20,000
| – | – | 0.05% | 153 |
|
|
2019
Q4 | $335K | Sell |
20,000
-20,000
| -50% | -$321K | 0.05% | 148 |
|
|
2019
Q3 | $672K | Buy |
+40,000
| New | +$638K | 0.1% | 126 |
|
|
2016
Q1 | – | Sell |
-29,600
| Closed | -$284K | – | 153 |
|
|
2015
Q4 | $284K | Sell |
29,600
-9,100
| -24% | -$111K | 0.06% | 140 |
|
|
2015
Q3 | $557K | Buy |
38,700
+3,100
| +9% | +$44.1K | 0.13% | 119 |
|
|
2015
Q2 | $431K | Buy |
35,600
+5,700
| +19% | +$72.1K | 0.09% | 127 |
|
|
2015
Q1 | $389K | Buy |
29,900
+7,700
| +35% | +$105K | 0.09% | 133 |
|
|
2014
Q4 | $304K | Buy |
22,200
+4,500
| +25% | +$58.9K | 0.07% | 140 |
|
|
2014
Q3 | $236K | Buy |
+17,700
| New | +$232K | 0.06% | 144 |
|
Other funds holding CMG
SCI
MBI
JIC
BPCE
CTI
CNB
YHB Investment Advisors's CMG Position: Q2 2026 in Review
YHB Investment Advisors reduced its Chipotle Mexican Grill (CMG) stake by 3% in Q2 2026, selling an estimated $57.1K and leaving 56,855 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #129.
YHB Investment Advisors first reported a position in CMG in Q3 2014 and has held it in 34 quarters since. The position peaked at $3.54M in Q2 2025. 301 funds tracked by Wall St. Rank hold CMG as of Q2 2026.
- YHB Investment Advisors held 56,855 shares of Chipotle Mexican Grill worth $1.93M as of Q2 2026.
- YHB Investment Advisors sold 1,749 Chipotle Mexican Grill shares in Q2 2026, an estimated $57.1K.
- Chipotle Mexican Grill made up 0.12% of YHB Investment Advisors's portfolio in Q2 2026, its #129 holding.
- YHB Investment Advisors first reported a position in Chipotle Mexican Grill in Q3 2014 and has held it in 34 quarters since.
- YHB Investment Advisors's Chipotle Mexican Grill position peaked at $3.54M in Q2 2025.
- 301 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.
Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.