Capstone Investment Advisors
CHEF icon

Capstone Investment Advisors’s Chefs' Warehouse CHEF Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-10,894
Closed -$635K – 1650
2025
Q3 		$635K Buy
+10,894
New +$694K ﹤0.01% 1237

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's CHEF Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Chefs' Warehouse (CHEF) in Q4 2025, closing a stake of 10,894 shares — an estimated $635K sold.

Capstone Investment Advisors first reported a position in CHEF in Q3 2025 and held it in 1 quarter. The position peaked at $635K in Q3 2025. 244 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Chefs' Warehouse position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,894 Chefs' Warehouse shares in Q4 2025, an estimated $635K.
  • Capstone Investment Advisors first reported a position in Chefs' Warehouse in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Chefs' Warehouse position peaked at $635K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.