Carson Wealth (CWM LLC)
CHEF icon

Carson Wealth (CWM LLC)’s Chefs' Warehouse CHEF Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$118K Sell
1,984
-149
-7% -$9.53K ﹤0.01% 3118
2025
Q4 		$133K Buy
2,133
+203
+11% +$12.2K ﹤0.01% 2856
2025
Q3 		$113K Buy
1,930
+1,387
+255% +$88.4K ﹤0.01% 2883
2025
Q2 		$35K Buy
543
+1
+0.2% +$59 ﹤0.01% 3528
2025
Q1 		$30K Buy
542
+182
+51% +$10.1K ﹤0.01% 3378
2024
Q4 		$18K Buy
360
+31
+9% +$1.35K ﹤0.01% 3502
2024
Q3 		$14K Sell
329
-27
-8% -$1.09K ﹤0.01% 3577
2024
Q2 		$14K Buy
356
+56
+19% +$2.07K ﹤0.01% 3329
2024
Q1 		$11K Buy
300
+4
+1% +$137 ﹤0.01% 3269
2023
Q4 		$9K Buy
296
+76
+35% +$1.83K ﹤0.01% 3230
2023
Q3 		$5K Buy
220
+109
+98% +$3.33K ﹤0.01% 3430
2023
Q2 		$4K Buy
111
+4
+4% +$133 ﹤0.01% 3504
2023
Q1 		$4K Sell
107
-37
-26% -$1.3K ﹤0.01% 3364
2022
Q4 		$5K Buy
144
+59
+69% +$2.06K ﹤0.01% 3145
2022
Q3 		$2K Hold
85
– – ﹤0.01% 3427
2022
Q2 		$3K Hold
85
– – ﹤0.01% 3170
2022
Q1 		$3K Hold
85
– – ﹤0.01% 3009
2021
Q4 		$3K Buy
+85
New +$2.8K ﹤0.01% 2953

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHEF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Chefs' Warehouse (CHEF) stake by 7% in Q1 2026, selling an estimated $9.53K and leaving 1,984 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

Carson Wealth (CWM LLC) first reported a position in CHEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $133K in Q4 2025. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,984 shares of Chefs' Warehouse worth $118K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 149 Chefs' Warehouse shares in Q1 2026, an estimated $9.53K.
  • Chefs' Warehouse made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3118 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chefs' Warehouse in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Chefs' Warehouse position peaked at $133K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.