CAL
PFGC icon

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

Capital Advisors Ltd’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
2026
Q2 		$1K Hold
8
– – ﹤0.01% 1281
2026
Q1 		$1K Hold
8
– – ﹤0.01% 1274
2025
Q4 		$1K Hold
8
– – ﹤0.01% 1255
2025
Q3 		$1K Hold
8
– – ﹤0.01% 1257
2025
Q2 		$1K Sell
8
-3
-27% -$250 ﹤0.01% 1241
2025
Q1 		$1K Hold
11
– – ﹤0.01% 1244
2024
Q4 		$1K Hold
11
– – ﹤0.01% 1271
2024
Q3 		$1K Sell
11
-2
-15% -$140 ﹤0.01% 1263
2024
Q2 		$1K Buy
13
+5
+63% +$349 ﹤0.01% 1256
2024
Q1 		$1K Hold
8
– – ﹤0.01% 1245
2023
Q4 		$1K Sell
8
-22
-73% -$1.35K ﹤0.01% 1195
2023
Q3 		$2K Buy
30
+22
+275% +$1.33K ﹤0.01% 1028
2023
Q2 		$0 Hold
8
– – ﹤0.01% 1483
2023
Q1 		$0 Hold
8
– – ﹤0.01% 1469
2022
Q4 		$0 Hold
8
– – ﹤0.01% 1534
2022
Q3 		$0 Buy
8
+1
+14% +$49 ﹤0.01% 1446
2022
Q2 		$0 Buy
+7
New +$323 ﹤0.01% 1239

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Advisors Ltd's PFGC Position: Q2 2026 in Review

Capital Advisors Ltd held its Performance Food Group (PFGC) position steady in Q2 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Capital Advisors Ltd first reported a position in PFGC in Q2 2022 and has held it in 17 quarters since. The position peaked at $2K in Q3 2023. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Capital Advisors Ltd held 8 shares of Performance Food Group worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Performance Food Group share count unchanged in Q2 2026.
  • Performance Food Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1281 holding.
  • Capital Advisors Ltd first reported a position in Performance Food Group in Q2 2022 and has held it in 17 quarters since.
  • Capital Advisors Ltd's Performance Food Group position peaked at $2K in Q3 2023.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.