Superior Planning, LLC’s Chefs' Warehouse CHEF Stock Holding History

Superior Planning, LLC’s Portfolio CHEF Stock Details CHEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.1K	Buy	+99	New	+$10.6K	﹤0.01%	895

Other funds holding CHEF

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's CHEF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Chefs' Warehouse (CHEF) in Q3 2026: 99 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings.

211 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

Superior Planning, LLC held 99 shares of Chefs' Warehouse worth $11.1K as of Q3 2026.
Chefs' Warehouse was a new Superior Planning, LLC position in Q3 2026.
Chefs' Warehouse made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #895 holding.
211 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.