IFP Advisors
CHEF icon

IFP Advisors’s Chefs' Warehouse CHEF Stock Holding History

IFP Advisors’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
Q3 		$6.06K Sell
54
-42
-44% -$4.48K ﹤0.01% 3691
2026
Q2 		$9.23K Buy
96
+42
+78% +$3.25K ﹤0.01% 3452
2026
Q1 		$3.21K Sell
54
-3
-5% -$192 ﹤0.01% 3771
2025
Q4 		$3.55K Buy
57
+3
+6% +$180 ﹤0.01% 3591
2025
Q3 		$3.15K Buy
+54
New +$3.44K ﹤0.01% 3493
2025
Q2 		– Hold
0
– – – 2718
2025
Q1 		– Hold
0
– – – 3730
2024
Q4 		– Hold
0
– – – 3873
2023
Q4 		– Sell
-1,000
Closed -$21.2K – 3093
2023
Q3 		$21.2K Hold
1,000
– – ﹤0.01% 1921
2023
Q2 		$35.8K Hold
1,000
– – ﹤0.01% 1756
2023
Q1 		$27.8K Sell
1,000
-100
-9% -$3.52K ﹤0.01% 1870
2022
Q4 		$34K Sell
1,100
-131
-11% -$4.56K ﹤0.01% 2502
2022
Q3 		$42K Sell
1,231
-45
-4% -$1.57K ﹤0.01% 2495
2022
Q2 		$42K Hold
1,276
– – ﹤0.01% 2278
2022
Q1 		$42K Buy
1,276
+276
+28% +$8.67K ﹤0.01% 2277
2021
Q4 		$33K Hold
1,000
– – ﹤0.01% 1724
2021
Q3 		$33K Hold
1,000
– – ﹤0.01% 1755
2021
Q2 		$32K Hold
1,000
– – ﹤0.01% 1718
2021
Q1 		$30K Buy
+1,000
New +$29.7K ﹤0.01% 1660
2020
Q1 		– Sell
-69
Closed -$2.04K – 2785
2019
Q4 		$3K Sell
69
-9
-12% -$327 ﹤0.01% 2351
2019
Q3 		$3K Buy
+78
New +$2.92K ﹤0.01% 2515
2019
Q1 		– Sell
-145
Closed -$5K – 2509
2018
Q4 		$5K Sell
145
-6
-4% -$208 ﹤0.01% 2821
2018
Q3 		$5K Hold
151
– – ﹤0.01% 3183
2018
Q2 		$4K Buy
+151
New +$3.96K ﹤0.01% 3342

Other funds holding CHEF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

IFP Advisors's CHEF Position: Q3 2026 in Review

IFP Advisors reduced its Chefs' Warehouse (CHEF) stake by 44% in Q3 2026, selling an estimated $4.48K and leaving 54 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

IFP Advisors first reported a position in CHEF in Q2 2018 and has held it in 21 quarters since. The position peaked at $42K in Q3 2022. 258 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

  • IFP Advisors held 54 shares of Chefs' Warehouse worth $6.06K as of Q3 2026.
  • IFP Advisors sold 42 Chefs' Warehouse shares in Q3 2026, an estimated $4.48K.
  • Chefs' Warehouse made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3691 holding.
  • IFP Advisors first reported a position in Chefs' Warehouse in Q2 2018 and has held it in 21 quarters since.
  • IFP Advisors's Chefs' Warehouse position peaked at $42K in Q3 2022.
  • 258 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.