CFFP
CHEF icon

Center for Financial Planning’s Chefs' Warehouse CHEF Stock Holding History

Center for Financial Planning’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 		$52.9K Hold
550
– – ﹤0.01% 311
2026
Q1 		$32.7K Hold
550
– – ﹤0.01% 360
2025
Q4 		$34.3K Hold
550
– – ﹤0.01% 346
2025
Q3 		$32.1K Hold
550
– – ﹤0.01% 364
2025
Q2 		$35.1K Buy
+550
New +$32.7K ﹤0.01% 330

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 $3.38T AUM 44.17% 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

Center for Financial Planning's CHEF Position: Q2 2026 in Review

Center for Financial Planning held its Chefs' Warehouse (CHEF) position steady in Q2 2026 at 550 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Center for Financial Planning first reported a position in CHEF in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Center for Financial Planning held 550 shares of Chefs' Warehouse worth $52.9K as of Q2 2026.
  • Center for Financial Planning left its Chefs' Warehouse share count unchanged in Q2 2026.
  • Chefs' Warehouse made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #311 holding.
  • Center for Financial Planning first reported a position in Chefs' Warehouse in Q2 2025 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.