CMA
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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cedar Mountain Advisors's CHEF Position: Q2 2026 in Review

Cedar Mountain Advisors held its Chefs' Warehouse (CHEF) position steady in Q2 2026 at 7 shares worth $673. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Cedar Mountain Advisors first reported a position in CHEF in Q1 2026 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Cedar Mountain Advisors held 7 shares of Chefs' Warehouse worth $673 as of Q2 2026.
  • Cedar Mountain Advisors left its Chefs' Warehouse share count unchanged in Q2 2026.
  • Chefs' Warehouse made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1002 holding.
  • Cedar Mountain Advisors first reported a position in Chefs' Warehouse in Q1 2026 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.