CAG
CHEF icon

Crestwood Advisors Group’s Chefs' Warehouse CHEF Stock Holding History

Crestwood Advisors Group’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 		$353K Buy
3,672
+23
+0.6% +$1.78K 0.01% 619
2026
Q1 		$217K Buy
3,649
+17
+0.5% +$1.09K ﹤0.01% 707
2025
Q4 		$226K Sell
3,632
-1,499
-29% -$90.1K ﹤0.01% 623
2025
Q3 		$299K Buy
5,131
+92
+2% +$5.86K 0.01% 467
2025
Q2 		$322K Buy
5,039
+36
+0.7% +$2.14K 0.01% 428
2025
Q1 		$272K Sell
5,003
-5,427
-52% -$303K 0.01% 445
2024
Q4 		$514K Sell
10,430
-40
-0.4% -$1.74K 0.01% 303
2024
Q3 		$440K Sell
10,470
-8,460
-45% -$341K 0.01% 308
2024
Q2 		$740K Sell
18,930
-4,500
-19% -$166K 0.02% 247
2024
Q1 		$882K Buy
+23,430
New +$802K 0.02% 226
2020
Q4 		– Sell
-18,842
Closed -$274K – 270
2020
Q3 		$274K Buy
+18,842
New +$268K 0.01% 203

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

Crestwood Advisors Group's CHEF Position: Q2 2026 in Review

Crestwood Advisors Group increased its Chefs' Warehouse (CHEF) stake by 0.63% in Q2 2026, buying an estimated $1.78K and bringing the position to 3,672 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #619.

Crestwood Advisors Group first reported a position in CHEF in Q3 2020 and has held it in 11 quarters since. The position peaked at $882K in Q1 2024. 286 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Crestwood Advisors Group held 3,672 shares of Chefs' Warehouse worth $353K as of Q2 2026.
  • Crestwood Advisors Group bought 23 Chefs' Warehouse shares in Q2 2026, an estimated $1.78K.
  • Chefs' Warehouse made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #619 holding.
  • Crestwood Advisors Group first reported a position in Chefs' Warehouse in Q3 2020 and has held it in 11 quarters since.
  • Crestwood Advisors Group's Chefs' Warehouse position peaked at $882K in Q1 2024.
  • 286 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.