FORA Capital’s Chefs' Warehouse CHEF Stock Holding History

FORA Capital’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	$1.52M	Buy	+15,800	New	+$1.22M	0.1%	184
2022 Q3	–	Sell	-9,894	Closed	-$385K	–	429
2022 Q2	$385K	Buy	+9,894	New	+$347K	0.08%	293
2021 Q3	–	Sell	-1,306	Closed	-$42K	–	450
2021 Q2	$42K	Buy	+1,306	New	+$41.7K	0.01%	739
2020 Q2	–	Sell	-5,814	Closed	-$59K	–	944
2020 Q1	$59K	Buy	+5,814	New	+$172K	0.01%	731

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

FORA Capital's CHEF Position: Q2 2026 in Review

FORA Capital opened a new position in Chefs' Warehouse (CHEF) in Q2 2026: 15,800 shares worth $1.52M. The stake represents 0.1% of the portfolio and ranks #184 among its holdings. This is a return to the name: FORA Capital previously reported a position in CHEF as recently as Q2 2022.

FORA Capital first reported a position in CHEF in Q1 2020 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

FORA Capital held 15,800 shares of Chefs' Warehouse worth $1.52M as of Q2 2026.
Chefs' Warehouse was a new FORA Capital position in Q2 2026.
Chefs' Warehouse made up 0.1% of FORA Capital's portfolio in Q2 2026, its #184 holding.
FORA Capital first reported a position in Chefs' Warehouse in Q1 2020 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.