Burney Company’s Chefs' Warehouse CHEF Stock Holding History

Burney Company’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	$3.38M	Buy	+30,128	New	+$3.21M	0.09%	169

Other funds holding CHEF

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Burney Company's CHEF Position: Q3 2026 in Review

Burney Company opened a new position in Chefs' Warehouse (CHEF) in Q3 2026: 30,128 shares worth $3.38M. The stake represents 0.09% of the portfolio and ranks #169 among its holdings.

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

Burney Company held 30,128 shares of Chefs' Warehouse worth $3.38M as of Q3 2026.
Chefs' Warehouse was a new Burney Company position in Q3 2026.
Chefs' Warehouse made up 0.09% of Burney Company's portfolio in Q3 2026, its #169 holding.
19 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.