Peloton Wealth Strategists CMG — Chipotle Mexican Grill

Ownership history in Peloton Wealth Strategists  ·  37 quarters on record

AI Ownership Summary

Peloton Wealth Strategists reported Chipotle Mexican Grill (CMG) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.75% in 2024 Q2. The latest visible filing shows CMG at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peloton Wealth Strategists's position in Chipotle Mexican Grill, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMG was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMG stock page Peloton Wealth Strategists fund profile Peloton Wealth Strategists full holdings
How Peloton Wealth Strategists held CMG — position size vs. price
% of Fund (quarterly)    CMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 70.2% -13.5% ✅ 17,000 -40,115 -70.2% 0.24% $629K 2026-02-14 (Est.) $36.30
2025 Q3 REDUCED — — — 57,115 -1,200 -2.1% 0.88% $2.2M 2025-11-17 $30.53
2025 Q2 REDUCED — — — 58,315 -360 -0.6% 1.31% $3.3M 2025-08-13 $43.48
2025 Q1 REDUCED 9.3% +11.8% ❌ 58,675 -6,000 -9.3% 1.23% $2.9M 2025-05-16 $52.32
2024 Q4 ADDED — — — 64,675 +1,400 +2.2% 1.57% $3.9M 2025-02-05 $57.51
2024 Q3 REDUCED 7.0% +4.3% ❌ 63,275 -4,775 -7.0% 1.45% $3.6M 2024-11-15 $58.63
2024 Q2 ADDED — — — 68,050 +66,625 +4675.4% 1.75% $4.3M 2024-08-15 $53.97
2024 Q1 REDUCED — — — 1,425 -26 -1.8% 1.68% $4.1M 2024-05-14 $63.53
2023 Q4 ADDED — — — 1,451 +4 +0.3% 1.58% $5.8M 2024-02-15 $52.36
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMG

As of 2026 Q1 — sorted by position size

BLUEFIN CAPITAL MANAGEMENT, LLC 3Y 7.28% AlpenGlobal Capital LLC 3.29% Vantage Investment Partners, LLC 3Y 7Y 2.41% Lansing Street Advisors 3Y 2.39% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 2.24% DLK Investment Management, LLC 1.76% Leibman Financial Services, Inc. 1.54% Savoir Faire Capital Management, L.P. 1.4% GAGNON SECURITIES LLC 3Y 7Y 1.17% Connective Portfolio Management, LLC 3Y 1.12%

FAQ About Peloton Wealth Strategists and CMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peloton Wealth Strategists reported owning CMG?

Peloton Wealth Strategists reported CMG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CMG position in Peloton Wealth Strategists's portfolio?

The largest reported portfolio weight for CMG was 1.75% in 2024 Q2.

What is the latest reported CMG position on this page?

The most recent filing on this page is 2025 Q4, when Peloton Wealth Strategists reported 17,000 shares, equal to 0.24% of portfolio, with an estimated market value of $629K.

What does the chart on this CMG ownership page compare?

The chart compares Peloton Wealth Strategists's quarterly CMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Peloton Wealth Strategists time their CMG position?

Based on 13F filing dates vs. subsequent CMG price moves, Peloton Wealth Strategists correctly timed 16 out of 33 reported position changes (48%).

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