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
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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return