Atria Investments’s Chefs' Warehouse CHEF Stock Holding History

Atria Investments’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 Q2	$265K	Buy	+2,762	New	+$214K	﹤0.01%	1925
2021 Q3	–	Sell	-33,227	Closed	-$1.06M	–	787
2021 Q2	$1.06M	Buy	+33,227	New	+$1.06M	0.02%	736
2020 Q1	–	Sell	-32,754	Closed	-$1.25M	–	649
2019 Q4	$1.25M	Sell	32,754 -804	-2%	-$29.2K	0.03%	461
2019 Q3	$1.35M	Buy	33,558 +250	+0.8%	+$9.37K	0.05%	324
2019 Q2	$1.25M	Buy	33,308 +7,931	+31%	+$261K	0.05%	344
2019 Q1	$788K	Sell	25,377 -107	-0.4%	-$3.51K	0.03%	419
2018 Q4	$815K	Buy	25,484 +6,914	+37%	+$240K	0.04%	355
2018 Q3	$675K	Buy	18,570 +4,915	+36%	+$152K	0.03%	510
2018 Q2	$389K	Buy	13,655 +1,138	+9%	+$29.8K	0.02%	652
2018 Q1	$288K	Buy	12,517 +2,521	+25%	+$54.3K	0.01%	696
2017 Q4	$205K	Buy	+9,996	New	+$200K	0.01%	764

Other funds holding CHEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Investments's CHEF Position: Q2 2026 in Review

Atria Investments opened a new position in Chefs' Warehouse (CHEF) in Q2 2026: 2,762 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1925 among its holdings. This is a return to the name: Atria Investments previously reported a position in CHEF as recently as Q2 2021.

Atria Investments first reported a position in CHEF in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.35M in Q3 2019. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

Atria Investments held 2,762 shares of Chefs' Warehouse worth $265K as of Q2 2026.
Chefs' Warehouse was a new Atria Investments position in Q2 2026.
Chefs' Warehouse made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1925 holding.
Atria Investments first reported a position in Chefs' Warehouse in Q4 2017 and has held it in 11 quarters since.
Atria Investments's Chefs' Warehouse position peaked at $1.35M in Q3 2019.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.