Global Retirement Partners’s Chefs' Warehouse CHEF Stock Holding History

Global Retirement 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	$48.2K	Buy	+502	New	+$38.9K	﹤0.01%	2545
2025 Q4	$31.3K	Buy	+502	New	+$30.2K	﹤0.01%	2643
2023 Q3	–	Sell	-9	Closed	-$322	–	3265
2023 Q2	$322	Hold	9	–	–	﹤0.01%	3034
2023 Q1	$307	Sell	9 -9	-50%	-$316	﹤0.01%	3031
2022 Q4	$599	Hold	18	–	–	﹤0.01%	2718
2022 Q3	$1K	Buy	18 +8	+80%	+$280	﹤0.01%	2407
2022 Q2	$0	Hold	10	–	–	﹤0.01%	2696
2022 Q1	$0	Buy	+10	New	+$314	﹤0.01%	2645

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 $3.38T AUM 44.17% 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

Global Retirement Partners's CHEF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Chefs' Warehouse (CHEF) in Q2 2026: 502 shares worth $48.2K. The stake represents ﹤0.01% of the portfolio and ranks #2545 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CHEF as recently as Q4 2025.

Global Retirement Partners first reported a position in CHEF in Q1 2022 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

Global Retirement Partners held 502 shares of Chefs' Warehouse worth $48.2K as of Q2 2026.
Chefs' Warehouse was a new Global Retirement Partners position in Q2 2026.
Chefs' Warehouse made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2545 holding.
Global Retirement Partners first reported a position in Chefs' Warehouse in Q1 2022 and has held it in 8 quarters since.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.