Rothwell Investment Advisors, LLC’s Chefs' Warehouse CHEF Stock Holding History

Rothwell Investment Advisors, 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	$42.6K	Buy	+380	New	+$40.5K	0.02%	462

Other funds holding CHEF

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CHEF Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Chefs' Warehouse (CHEF) in Q3 2026: 380 shares worth $42.6K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings.

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

Rothwell Investment Advisors, LLC held 380 shares of Chefs' Warehouse worth $42.6K as of Q3 2026.
Chefs' Warehouse was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Chefs' Warehouse made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #462 holding.
141 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.