Essential Partners’s Chefs' Warehouse CHEF Stock Holding History

Essential Partners’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	$769	Hold	8	–	–	﹤0.01%	2349
2026 Q1	$476	Sell	8 -4	-33%	-$256	﹤0.01%	2448
2025 Q4	$748	Buy	+12	New	+$722	﹤0.01%	2124

Other funds holding CHEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Essential Partners's CHEF Position: Q2 2026 in Review

Essential Partners held its Chefs' Warehouse (CHEF) position steady in Q2 2026 at 8 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Essential Partners first reported a position in CHEF in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

Essential Partners held 8 shares of Chefs' Warehouse worth $769 as of Q2 2026.
Essential Partners left its Chefs' Warehouse share count unchanged in Q2 2026.
Chefs' Warehouse made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2349 holding.
Essential Partners first reported a position in Chefs' Warehouse in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.