CHIPOTLE MEXICAN GRILL INC (CMG) SEC Filings, Jun-Aug 2026

Chipotle Mexican Grill, Inc. common stock is reported as being beneficially owned by Capital World Investors, a division of Capital Research and Management Company and its investment management affiliates. Capital World Investors is deemed to be the beneficial owner of 45,837,296 Chipotle shares, representing 3.6% of a total of 1,282,734,000 shares believed to be outstanding as of the reporting date. The filer reports sole voting power over 45,807,685 shares and sole dispositive power over 45,837,296 shares, with no shared voting or dispositive power. This amendment notes that Capital World Investors now holds 5 percent or less of the Chipotle common stock class.

CHIPOTLE MEXICAN GRILL INC granted Chief Brand Officer Fernando Machado new equity awards on August 7, 2026. He received 76,243 shares of common stock as a new-hire restricted stock unit award that vests in equal amounts on the second and third anniversaries of the grant date, subject to possible acceleration. He also received 235,184 stock-only stock appreciation rights (SOSARs) with an exercise price of $32.79 per share, vesting on the same schedule and expiring on August 7, 2033. Following these awards, he directly holds 76,243 shares of common stock and 235,184 SOSARs.

Chipotle Mexican Grill describes actions taken in response to a salmonella outbreak in the supply chain affecting several food service retailers in Minnesota and other states. The company states that the Minnesota Department of Health has confirmed it has no ongoing concerns with Chipotle, and that Chipotle is cooperating with public health authorities.

Using its ingredient traceability system, Chipotle identified jalapeños from a common lot as a potential common ingredient and the restaurants where they were distributed. Out of caution, the company removed these jalapeños from its restaurants and replaced them with product from different growers. Chipotle notes its earnings release and 2026 outlook issued on July 29, 2026 did not include any financial impact from the salmonella investigations.

Chipotle Mexican Grill reported second quarter 2026 revenue of $3.3 billion, up 9.3% year over year, with comparable restaurant sales rising 2.2% on higher average check and transactions. Digital sales were 38.3% of food and beverage revenue. Operating margin declined to 15.7% from 18.2%, and restaurant level operating margin to 25.2% from 27.4%, as food, beverage and packaging costs rose to 29.7% of revenue and labor to 25.0%. Net income was $403.5 million, or $0.32 per diluted share, with adjusted net income of $418.9 million and adjusted diluted EPS of $0.33.

The company opened 100 new company-owned restaurants in the quarter, 80 with Chipotlanes, bringing company-owned units to 4,186, plus 15 partner-operated restaurants. For the first half of 2026, net income was $706.4 million and operating cash flow $1.33 billion. During Q2, $630.7 million of stock was repurchased at an average price of $32.55, leaving $1.7 billion available under board authorizations as of June 30, 2026. Separately, on July 29, 2026, the board authorized additional common stock repurchases with a total aggregate purchase price of $1.3 billion in addition to previously announced authorizations. Management raised full year 2026 comparable sales guidance to low single digit growth and expects 350 to 370 openings, mostly with Chipotlanes, and an underlying effective tax rate between 24% and 26%.

BlackRock, Inc. reports a significant passive ownership position in Chipotle Mexican Grill, Inc. common stock. BlackRock and certain reporting business units beneficially own 113,540,522 shares, representing 8.9% of Chipotle’s outstanding common stock.

BlackRock has sole voting power over 105,127,596 shares and sole dispositive power over the full 113,540,522 shares, with no shared voting or dispositive power. Various underlying clients and investors have rights to dividends or sale proceeds, but no single person’s interest exceeds five percent of Chipotle’s total outstanding common shares.

JPMorgan Chase & Co. filed a Schedule 13G reporting beneficial ownership of 64,274,758 shares of Chipotle Mexican Grill, Inc. common stock, representing 5.0% of the outstanding class. The securities are identified under CUSIP 169656105.

JPMorgan reports 58,716,321 shares with sole voting power and 636,166 shares with shared voting power. It holds 64,172,503 shares with sole dispositive power and 102,225 shares with shared dispositive power, through multiple affiliated entities including J.P. Morgan Trust Company of Delaware and various JPMorgan Asset Management subsidiaries.

Chipotle Mexican Grill, Inc. reported a governance update, explaining that on July 7, 2026 its Board appointed independent director Albert Baldocchi to the Board’s Audit and Risk Committee, replacing Scott Maw in that role.

The Board determined that Mr. Baldocchi satisfies the heightened independence standards required by SEC Rule 10A-3 and NYSE Rule 303A.06, and the Company notified the NYSE of the committee change on July 7, 2026. No other changes were made to the Board’s composition, committee structure, or leadership.

Chipotle Mexican Grill, Inc. held its 2026 annual meeting of shareholders on June 11, 2026, with 1,121,739,569 shares of common stock represented in person or by proxy. Shareholders elected all ten director nominees to one-year terms, with each receiving over 1.0 billion votes in favor.

Shareholders also approved, on a nonbinding advisory basis, the compensation paid to Chipotle’s executive officers, with 973,639,399 votes for and 47,598,354 against. In addition, they approved the ratification of Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, with 1,050,087,750 votes for.