Creative Planning
PFGC icon

Creative Planning’s Performance Food Group PFGC Stock Holding History

Creative Planning’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
Q2 		$3.25M Buy
29,092
+10,264
+55% +$977K ﹤0.01% 1723
2026
Q1 		$1.61M Buy
18,828
+210
+1% +$19.2K ﹤0.01% 2076
2025
Q4 		$1.67M Sell
18,618
-904
-5% -$87.3K ﹤0.01% 1862
2025
Q3 		$2.03M Buy
19,522
+2,077
+12% +$208K ﹤0.01% 1532
2025
Q2 		$1.53M Buy
17,445
+746
+4% +$62.1K ﹤0.01% 1533
2025
Q1 		$1.31M Buy
16,699
+3,357
+25% +$280K ﹤0.01% 1503
2024
Q4 		$1.13M Buy
13,342
+1,658
+14% +$140K ﹤0.01% 1551
2024
Q3 		$916K Buy
11,684
+140
+1% +$9.81K ﹤0.01% 1586
2024
Q2 		$763K Buy
11,544
+5,849
+103% +$408K ﹤0.01% 1615
2024
Q1 		$425K Sell
5,695
-12
-0.2% -$883 ﹤0.01% 1971
2023
Q4 		$395K Buy
5,707
+1,403
+33% +$86.2K ﹤0.01% 1881
2023
Q3 		$253K Buy
4,304
+757
+21% +$45.8K ﹤0.01% 2069
2023
Q2 		$214K Sell
3,547
-512
-13% -$30.1K ﹤0.01% 2166
2023
Q1 		$245K Buy
4,059
+254
+7% +$14.8K ﹤0.01% 1971
2022
Q4 		$222K Buy
+3,805
New +$207K ﹤0.01% 1950

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's PFGC Position: Q2 2026 in Review

Creative Planning increased its Performance Food Group (PFGC) stake by 55% in Q2 2026, buying an estimated $977K and bringing the position to 29,092 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Creative Planning first reported a position in PFGC in Q4 2022 and has held it in 15 quarters since. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Creative Planning held 29,092 shares of Performance Food Group worth $3.25M as of Q2 2026.
  • Creative Planning bought 10,264 Performance Food Group shares in Q2 2026, an estimated $977K.
  • Performance Food Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1723 holding.
  • Creative Planning first reported a position in Performance Food Group in Q4 2022 and has held it in 15 quarters since.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

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