C
CHEF icon

Covestor’s Chefs' Warehouse CHEF Stock Holding History

Covestor’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 		$112K Buy
1,161
+233
+25% +$18K 0.06% 293
2026
Q1 		$55K Sell
928
-1,668
-64% -$107K 0.04% 645
2025
Q4 		$162K Buy
2,596
+140
+6% +$8.42K 0.08% 300
2025
Q3 		$143K Buy
2,456
+2,424
+7,575% +$154K 0.08% 363
2025
Q2 		$2K Sell
32
-16
-33% -$950 ﹤0.01% 1830
2025
Q1 		$3K Sell
48
-26
-35% -$1.45K ﹤0.01% 1773
2024
Q4 		$4K Buy
74
+51
+222% +$2.22K ﹤0.01% 1749
2024
Q3 		$1K Hold
23
– – ﹤0.01% 1918
2024
Q2 		$1K Buy
23
+5
+28% +$185 ﹤0.01% 1953
2024
Q1 		$1K Buy
18
+15
+500% +$514 ﹤0.01% 1925
2023
Q4 		$0 Sell
3
-2
-40% -$48 ﹤0.01% 2187
2023
Q3 		$0 Hold
5
– – ﹤0.01% 2158
2023
Q2 		$0 Buy
5
+1
+25% +$33 ﹤0.01% 2173
2023
Q1 		$0 Hold
4
– – ﹤0.01% 2071
2022
Q4 		$0 Hold
4
– – ﹤0.01% 2108
2022
Q3 		$0 Sell
4
-5
-56% -$175 ﹤0.01% 2047
2022
Q2 		$0 Sell
9
-2
-18% -$70 ﹤0.01% 1956
2022
Q1 		$0 Sell
11
-3
-21% -$94 ﹤0.01% 2138
2021
Q4 		$0 Buy
+14
New +$462 ﹤0.01% 2132

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

Covestor's CHEF Position: Q2 2026 in Review

Covestor increased its Chefs' Warehouse (CHEF) stake by 25% in Q2 2026, buying an estimated $18K and bringing the position to 1,161 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #293.

Covestor first reported a position in CHEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $162K in Q4 2025. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Covestor held 1,161 shares of Chefs' Warehouse worth $112K as of Q2 2026.
  • Covestor bought 233 Chefs' Warehouse shares in Q2 2026, an estimated $18K.
  • Chefs' Warehouse made up 0.06% of Covestor's portfolio in Q2 2026, its #293 holding.
  • Covestor first reported a position in Chefs' Warehouse in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Chefs' Warehouse position peaked at $162K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.