CMG — CHIPOTLE MEXICAN GRILL INC

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in CHIPOTLE MEXICAN GRILL INC (CMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.32% (2024 Q2)
Avg. % of fund
0.22%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 61,621 +4,170 +7.3% 0.11% $1.9M $39.19
2025 Q2 ADDED 57,451 +3,915 +7.3% 0.15% $2.5M $56.15
2025 Q1 ADDED 53,536 +376 +0.7% 0.20% $2.7M $50.21
2024 Q4 ADDED 53,160 +2,221 +4.4% 0.23% $3.0M $60.30
2024 Q3 ADDED 50,939 +1,498 +3.0% 0.29% $3.0M $57.62
2024 Q2 INITIATED 49,441 — — 0.32% $2.6M —
% of Fund (quarterly)    CMG price (monthly, adj. close)

Other funds also holding CMG

As of 2025 Q4 — sorted by position size

Teca Partners, LP 3Y 6.8% Templeton & Phillips Capital Management, LLC 3Y 6.1% Two Creeks Capital Management, LP 3Y 7Y 5.35% Warther Private Wealth, LLC 3Y 4.55% Crescent Park Management, L.P. 3Y 7Y 3.45% Vantage Investment Partners, LLC 3Y 7Y 3.26% STEADFAST CAPITAL MANAGEMENT LP 3Y 7Y 3.21% SCHOLTZ & COMPANY, LLC 3Y 7Y 3.11% Lansing Street Advisors 3Y 2.8% TREMBLANT CAPITAL GROUP 3Y 7Y 2.56%
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