Edgestream Partners’s Performance Food Group PFGC Stock Holding History

Edgestream Partners’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	$5.53M	Sell	64,571 -34,441	-35%	-$3.15M	0.18%	204
2025 Q4	$8.9M	Buy	99,012 +85,529	+634%	+$8.26M	0.25%	84
2025 Q3	$1.4M	Sell	13,483 -69,438	-84%	-$6.95M	0.04%	588
2025 Q2	$7.25M	Buy	82,921 +43,579	+111%	+$3.63M	0.2%	181
2025 Q1	$3.09M	Buy	+39,342	New	+$3.28M	0.11%	371
2024 Q3	–	Sell	-85,190	Closed	-$5.63M	–	1022
2024 Q2	$5.63M	Buy	+85,190	New	+$5.94M	0.27%	93
2023 Q4	–	Sell	-9,839	Closed	-$579K	–	1009
2023 Q3	$579K	Buy	+9,839	New	+$595K	0.05%	558
2022 Q4	–	Sell	-4,815	Closed	-$207K	–	605
2022 Q3	$207K	Buy	+4,815	New	+$238K	0.02%	426

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Edgestream Partners's PFGC Position: Q1 2026 in Review

Edgestream Partners reduced its Performance Food Group (PFGC) stake by 35% in Q1 2026, selling an estimated $3.15M and leaving 64,571 shares worth $5.53M. The position accounts for 0.18% of the portfolio, ranked #204.

Edgestream Partners first reported a position in PFGC in Q3 2022 and has held it in 8 quarters since. The position peaked at $8.9M in Q4 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

Edgestream Partners held 64,571 shares of Performance Food Group worth $5.53M as of Q1 2026.
Edgestream Partners sold 34,441 Performance Food Group shares in Q1 2026, an estimated $3.15M.
Performance Food Group made up 0.18% of Edgestream Partners's portfolio in Q1 2026, its #204 holding.
Edgestream Partners first reported a position in Performance Food Group in Q3 2022 and has held it in 8 quarters since.
Edgestream Partners's Performance Food Group position peaked at $8.9M in Q4 2025.
461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.