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Annis Gardner Whiting Capital Advisors’s Chefs' Warehouse CHEF Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q4 		– Sell
-12
Closed -$700 – 1232
2025
Q3 		$700 Hold
12
– – ﹤0.01% 1040
2025
Q2 		$766 Buy
+12
New +$713 ﹤0.01% 1123

Other funds holding CHEF

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CHEF Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Chefs' Warehouse (CHEF) in Q4 2025, closing a stake of 12 shares — an estimated $700 sold.

Annis Gardner Whiting Capital Advisors first reported a position in CHEF in Q2 2025 and held it in 2 quarters. The position peaked at $766 in Q2 2025. 245 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Chefs' Warehouse position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 12 Chefs' Warehouse shares in Q4 2025, an estimated $700.
  • Annis Gardner Whiting Capital Advisors first reported a position in Chefs' Warehouse in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Chefs' Warehouse position peaked at $766 in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.