Evergreen Capital Management’s Performance Food Group PFGC Stock Holding History

Evergreen Capital Management’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	$1.02M	Buy	9,144 +3,935	+76%	+$374K	0.02%	530
2026 Q1	$446K	Buy	5,209 +2,153	+70%	+$197K	0.01%	865
2025 Q4	$275K	Sell	3,056 -1,164	-28%	-$112K	0.01%	1098
2025 Q3	$439K	Buy	+4,220	New	+$422K	0.01%	726
2025 Q1	–	Sell	-3,424	Closed	-$290K	–	1160
2024 Q4	$290K	Buy	+3,424	New	+$289K	0.01%	754

Other funds holding PFGC

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Evergreen Capital Management's PFGC Position: Q2 2026 in Review

Evergreen Capital Management increased its Performance Food Group (PFGC) stake by 76% in Q2 2026, buying an estimated $374K and bringing the position to 9,144 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #530.

Evergreen Capital Management first reported a position in PFGC in Q4 2024 and has held it in 5 quarters since. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Evergreen Capital Management held 9,144 shares of Performance Food Group worth $1.02M as of Q2 2026.
Evergreen Capital Management bought 3,935 Performance Food Group shares in Q2 2026, an estimated $374K.
Performance Food Group made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #530 holding.
Evergreen Capital Management first reported a position in Performance Food Group in Q4 2024 and has held it in 5 quarters since.
528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.