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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return