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
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 $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

Creative Planning's PFGC Position: Q1 2026 in Review

Creative Planning increased its Performance Food Group (PFGC) stake by 1.1% in Q1 2026, buying an estimated $19.2K and bringing the position to 18,828 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Creative Planning first reported a position in PFGC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.03M in Q3 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Creative Planning held 18,828 shares of Performance Food Group worth $1.61M as of Q1 2026.
  • Creative Planning bought 210 Performance Food Group shares in Q1 2026, an estimated $19.2K.
  • Performance Food Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2076 holding.
  • Creative Planning first reported a position in Performance Food Group in Q4 2022 and has held it in 14 quarters since.
  • Creative Planning's Performance Food Group position peaked at $2.03M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.