Cape Investment Advisory’s United Natural Foods UNFI Stock Holding History

Cape Investment Advisory’s Portfolio UNFI Stock Details UNFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.6K	Buy	+57	New	+$2.82K	﹤0.01%	1187
2026 Q1	–	Sell	-57	Closed	-$1.92K	–	1143
2025 Q4	$1.92K	Hold	57	–	–	﹤0.01%	1113
2025 Q3	$2.14K	Hold	57	–	–	﹤0.01%	667
2025 Q2	$1.33K	Hold	57	–	–	﹤0.01%	1002
2025 Q1	$1.56K	Hold	57	–	–	﹤0.01%	922
2024 Q4	$1.56K	Hold	57	–	–	﹤0.01%	908
2024 Q3	$959	Hold	57	–	–	﹤0.01%	876
2024 Q2	$747	Hold	57	–	–	﹤0.01%	854
2024 Q1	$655	Hold	57	–	–	﹤0.01%	873
2023 Q4	$925	Hold	57	–	–	﹤0.01%	1024
2023 Q3	$806	Hold	57	–	–	﹤0.01%	851
2023 Q2	$1.11K	Hold	57	–	–	﹤0.01%	821
2023 Q1	$1.5K	Buy	+57	New	+$2.08K	﹤0.01%	842

Other funds holding UNFI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cape Investment Advisory's UNFI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in United Natural Foods (UNFI) in Q2 2026: 57 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UNFI as recently as Q4 2025.

Cape Investment Advisory first reported a position in UNFI in Q1 2023 and has held it in 13 quarters since. 358 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

Cape Investment Advisory held 57 shares of United Natural Foods worth $2.6K as of Q2 2026.
United Natural Foods was a new Cape Investment Advisory position in Q2 2026.
United Natural Foods made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1187 holding.
Cape Investment Advisory first reported a position in United Natural Foods in Q1 2023 and has held it in 13 quarters since.
358 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.