Atlas Capital Advisors’s Performance Food Group PFGC Stock Holding History

Atlas Capital Advisors’s Portfolio PFGC Stock Details PFGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-317	Closed	-$24.9K	–	985
2025 Q1	$24.9K	Sell	317 -75	-19%	-$6.26K	﹤0.01%	711
2024 Q4	$33.1K	Sell	392 -162	-29%	-$13.7K	﹤0.01%	663
2024 Q3	$43.4K	Hold	554	–	–	0.01%	600
2024 Q2	$36.6K	Hold	554	–	–	﹤0.01%	623
2024 Q1	$41.4K	Hold	554	–	–	0.01%	595
2023 Q4	$38.3K	Hold	554	–	–	0.01%	622
2023 Q3	$32.6K	Sell	554 -278	-33%	-$16.8K	0.01%	590
2023 Q2	$50.1K	Sell	832 -3,446	-81%	-$203K	0.01%	570
2023 Q1	$258K	Buy	4,278 +1,385	+48%	+$80.9K	0.04%	310
2022 Q4	$169K	Buy	+2,893	New	+$158K	0.03%	366

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atlas Capital Advisors's PFGC Position: Q2 2025 in Review

Atlas Capital Advisors sold out of Performance Food Group (PFGC) in Q2 2025, closing a stake of 317 shares — an estimated $24.9K sold.

Atlas Capital Advisors first reported a position in PFGC in Q4 2022 and held it in 10 quarters. The position peaked at $258K in Q1 2023. 449 funds tracked by Wall St. Rank hold PFGC as of Q2 2025.

Atlas Capital Advisors reported no remaining Performance Food Group position as of Q2 2025 after selling out during the quarter.
Atlas Capital Advisors sold 317 Performance Food Group shares in Q2 2025, an estimated $24.9K.
Atlas Capital Advisors first reported a position in Performance Food Group in Q4 2022 and held it in 10 quarters.
Atlas Capital Advisors's Performance Food Group position peaked at $258K in Q1 2023.
449 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.