SEC 13F Intelligence

Strategic Planning, Inc. / CMG

Strategic Planning, Inc.’s Chipotle Mexican Grill Inc Position

Does Strategic Planning, Inc. own Chipotle Mexican Grill Inc (CMG)? Not currently — the last reported position was 77.6K shares worth $3M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2025
Shares
77.6K
% of Portfolio
+1.55%
Quarters Held
3
position exited

Position History CMG

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202577.6K$3M+1.55%
Q3 202582.4K$3M+1.87%
Q2 202584.4K$4M+2.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of CMG.