Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Chefs' Warehouse CHEF Stock Holding History

Cambridge Investment Research 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
2026
Q2 		– Sell
-5,491
Closed -$326K – 4066
2026
Q1 		$326K Buy
5,491
+25
+0.5% +$1.6K ﹤0.01% 3208
2025
Q4 		$341K Sell
5,466
-1,838
-25% -$111K ﹤0.01% 3065
2025
Q3 		$426K Buy
+7,304
New +$465K ﹤0.01% 2813

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Investment Research Advisors's CHEF Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Chefs' Warehouse (CHEF) in Q2 2026, closing a stake of 5,491 shares — an estimated $326K sold.

Cambridge Investment Research Advisors first reported a position in CHEF in Q3 2025 and held it in 3 quarters. The position peaked at $426K in Q3 2025. 286 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Chefs' Warehouse position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,491 Chefs' Warehouse shares in Q2 2026, an estimated $326K.
  • Cambridge Investment Research Advisors first reported a position in Chefs' Warehouse in Q3 2025 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Chefs' Warehouse position peaked at $426K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.