ClearBridge Investments
PFGC icon

ClearBridge Investments’s Performance Food Group PFGC Stock Holding History

ClearBridge Investments’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318M Sell
3,709,881
-176,706
-5% -$16.2M 0.28% 95
2025
Q4 		$349M Sell
3,886,587
-311,487
-7% -$30.1M 0.28% 91
2025
Q3 		$437M Sell
4,198,074
-516,333
-11% -$51.7M 0.33% 81
2025
Q2 		$412M Sell
4,714,407
-146,902
-3% -$12.2M 0.33% 81
2025
Q1 		$382M Sell
4,861,309
-53,535
-1% -$4.47M 0.33% 82
2024
Q4 		$416M Sell
4,914,844
-652,437
-12% -$55.1M 0.34% 80
2024
Q3 		$436M Sell
5,567,281
-384,663
-6% -$27M 0.34% 75
2024
Q2 		$393M Sell
5,951,944
-342,680
-5% -$23.9M 0.32% 81
2024
Q1 		$470M Sell
6,294,624
-190,212
-3% -$14M 0.37% 74
2023
Q4 		$448M Buy
6,484,836
+136,141
+2% +$8.37M 0.39% 70
2023
Q3 		$374M Buy
6,348,695
+879,232
+16% +$53.2M 0.36% 77
2023
Q2 		$329M Buy
5,469,463
+174,000
+3% +$10.2M 0.3% 90
2023
Q1 		$320M Buy
5,295,463
+108,597
+2% +$6.34M 0.31% 90
2022
Q4 		$303M Sell
5,186,866
-253,204
-5% -$13.8M 0.3% 89
2022
Q3 		$234M Buy
5,440,070
+19,466
+0.4% +$962K 0.24% 107
2022
Q2 		$249M Sell
5,420,604
-60,588
-1% -$2.8M 0.23% 105
2022
Q1 		$279M Buy
5,481,192
+248,404
+5% +$12.2M 0.21% 113
2021
Q4 		$240M Buy
5,232,788
+167,088
+3% +$7.6M 0.16% 132
2021
Q3 		$235M Buy
5,065,700
+1,492,835
+42% +$68.7M 0.17% 133
2021
Q2 		$173M Buy
3,572,865
+599,197
+20% +$31.6M 0.12% 170
2021
Q1 		$171M Buy
2,973,668
+14,953
+0.5% +$789K 0.13% 158
2020
Q4 		$141M Buy
2,958,715
+135,940
+5% +$5.73M 0.11% 174
2020
Q3 		$97.7M Buy
2,822,775
+1,047,743
+59% +$33.7M 0.08% 193
2020
Q2 		$51.7M Buy
+1,775,032
New +$46.2M 0.05% 265

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

ClearBridge Investments's PFGC Position: Q1 2026 in Review

ClearBridge Investments reduced its Performance Food Group (PFGC) stake by 4.5% in Q1 2026, selling an estimated $16.2M and leaving 3,709,881 shares worth $318M. The position accounts for 0.28% of the portfolio, ranked #95.

ClearBridge Investments first reported a position in PFGC in Q2 2020 and has held it in 24 quarters since. The position peaked at $470M in Q1 2024. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • ClearBridge Investments held 3,709,881 shares of Performance Food Group worth $318M as of Q1 2026.
  • ClearBridge Investments sold 176,706 Performance Food Group shares in Q1 2026, an estimated $16.2M.
  • Performance Food Group made up 0.28% of ClearBridge Investments's portfolio in Q1 2026, its #95 holding.
  • ClearBridge Investments first reported a position in Performance Food Group in Q2 2020 and has held it in 24 quarters since.
  • ClearBridge Investments's Performance Food Group position peaked at $470M in Q1 2024.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.