EEL
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Expect Equity LLC’s Chefs' Warehouse CHEF Stock Holding History

Expect Equity LLC’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 		$2.02M Sell
21,048
-4,770
-18% -$369K 1.3% 39
2026
Q1 		$1.53M Buy
25,818
+2,000
+8% +$128K 1.19% 43
2025
Q4 		$1.48M Hold
23,818
– – 1.22% 44
2025
Q3 		$1.39M Sell
23,818
-1,400
-6% -$89.2K 1.36% 35
2025
Q2 		$1.61M Hold
25,218
– – 1.72% 32
2025
Q1 		$1.37M Sell
25,218
-3,800
-13% -$212K 1.55% 34
2024
Q4 		$1.43M Buy
+29,018
New +$1.26M 1.5% 34

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

Expect Equity LLC's CHEF Position: Q2 2026 in Review

Expect Equity LLC reduced its Chefs' Warehouse (CHEF) stake by 18% in Q2 2026, selling an estimated $369K and leaving 21,048 shares worth $2.02M. The position accounts for 1.3% of the portfolio, ranked #39.

Expect Equity LLC first reported a position in CHEF in Q4 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Expect Equity LLC held 21,048 shares of Chefs' Warehouse worth $2.02M as of Q2 2026.
  • Expect Equity LLC sold 4,770 Chefs' Warehouse shares in Q2 2026, an estimated $369K.
  • Chefs' Warehouse made up 1.3% of Expect Equity LLC's portfolio in Q2 2026, its #39 holding.
  • Expect Equity LLC first reported a position in Chefs' Warehouse in Q4 2024 and has held it in 7 quarters since.
  • 288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.