Cedar Mountain Advisors
CHEF icon

Cedar Mountain Advisors’s Chefs' Warehouse CHEF Stock Holding History

Cedar Mountain 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
2026
Q3 		$785 Hold
7
– – ﹤0.01% 948
2026
Q2 		$673 Hold
7
– – ﹤0.01% 1002
2026
Q1 		$416 Buy
+7
New +$448 ﹤0.01% 1037

Other funds holding CHEF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Cedar Mountain Advisors's CHEF Position: Q3 2026 in Review

Cedar Mountain Advisors held its Chefs' Warehouse (CHEF) position steady in Q3 2026 at 7 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Cedar Mountain Advisors first reported a position in CHEF in Q1 2026 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

  • Cedar Mountain Advisors held 7 shares of Chefs' Warehouse worth $785 as of Q3 2026.
  • Cedar Mountain Advisors left its Chefs' Warehouse share count unchanged in Q3 2026.
  • Chefs' Warehouse made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #948 holding.
  • Cedar Mountain Advisors first reported a position in Chefs' Warehouse in Q1 2026 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.