Creative Planning
CHEF icon

Creative Planning’s Chefs' Warehouse CHEF Stock Holding History

Creative 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 		$1.62M Buy
16,814
+5,193
+45% +$402K ﹤0.01% 2258
2026
Q1 		$691K Buy
11,621
+4,457
+62% +$285K ﹤0.01% 2769
2025
Q4 		$447K Buy
7,164
+1,232
+21% +$74.1K ﹤0.01% 2937
2025
Q3 		$346K Buy
5,932
+1,668
+39% +$106K ﹤0.01% 3034
2025
Q2 		$272K Sell
4,264
-968
-19% -$57.5K ﹤0.01% 2986
2025
Q1 		$285K Buy
+5,232
New +$292K ﹤0.01% 2804
2017
Q3 		– Sell
-1,000
Closed -$13K – 2190
2017
Q2 		$13K Hold
1,000
– – ﹤0.01% 3445
2017
Q1 		$14K Sell
1,000
-12,812
-93% -$195K ﹤0.01% 3364
2016
Q4 		$218K Hold
13,812
– – ﹤0.01% 1372
2016
Q3 		$154K Buy
+13,812
New +$180K ﹤0.01% 1563
2016
Q1 		– Sell
-100
Closed -$2K – 4344
2015
Q4 		$2K Hold
100
– – ﹤0.01% 4005
2015
Q3 		$1K Buy
+100
New +$1.7K ﹤0.01% 4072
2015
Q2 		– Sell
-100
Closed -$2K – 1409
2015
Q1 		$2K Hold
100
– – ﹤0.01% 3850
2014
Q4 		$2K Buy
100
+62
+163% +$1.09K ﹤0.01% 3799
2014
Q3 		$1K Buy
+38
New +$675 ﹤0.01% 3802

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

Creative Planning's CHEF Position: Q2 2026 in Review

Creative Planning increased its Chefs' Warehouse (CHEF) stake by 45% in Q2 2026, buying an estimated $402K and bringing the position to 16,814 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Creative Planning first reported a position in CHEF in Q3 2014 and has held it in 15 quarters since. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Creative Planning held 16,814 shares of Chefs' Warehouse worth $1.62M as of Q2 2026.
  • Creative Planning bought 5,193 Chefs' Warehouse shares in Q2 2026, an estimated $402K.
  • Chefs' Warehouse made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2258 holding.
  • Creative Planning first reported a position in Chefs' Warehouse in Q3 2014 and has held it in 15 quarters since.
  • 288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.