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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CMG holding history

Chipotle Mexican Grill Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMG overviewAll 13F holders of CMGFull Q2 2026 holdings

Shares (Q2 2026)
391,711
Value
$13.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026391,711$13.3M<0.1%−29,010−6.9%ReducedHolders
Q1 2026420,721$13.5M<0.1%−27,387−6.1%ReducedHolders
Q4 2025448,108$16.6M<0.1%+110,282+32.6%AddedHolders
Q3 2025337,826$13.2M<0.1%−24,658−6.8%ReducedHolders
Q2 2025362,484$20.4M<0.1%−45,894−11.2%ReducedHolders
Q1 2025408,378$20.5M<0.1%+3,017+0.7%AddedHolders
Q4 2024405,361$24.4M<0.1%−38,993−8.8%ReducedHolders
Q3 2024444,354$25.6M<0.1%+201,397+82.9%AddedHolders
Q2 2024242,957$15.2M<0.1%+25,957+12.0%AddedConverted for a 50-for-1 splitHolders
Q1 20244,340$12.6M<0.1%+682+18.6%AddedHolders
Q4 20233,658$8.36M<0.1%+107+3.0%AddedHolders
Q3 20233,551$6.50M<0.1%+338+10.5%AddedHolders
Q2 20233,213$6.87M<0.1%+192+6.4%AddedHolders
Q1 20233,021$5.16M<0.1%−140−4.4%ReducedHolders
Q4 20223,161$4.39M<0.1%+20+0.6%AddedHolders
Q3 20223,141$4.72M<0.1%+175+5.9%AddedHolders
Q2 20222,966$3.88M<0.1%−2,065−41.0%ReducedHolders
Q1 20225,031$7.96M<0.1%+668+15.3%AddedHolders
Q4 20214,363$7.63M<0.1%+80+1.9%AddedHolders
Q3 20214,283$7.78M<0.1%+395+10.2%AddedHolders
Q2 20213,888$6.03M<0.1%−1,020−20.8%ReducedHolders
Q1 20214,908$6.97M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.