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 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%	2503
2022 Q3	$42K	Sell	1,231 -45	-4%	-$1.57K	﹤0.01%	2496
2022 Q2	$42K	Hold	1,276	–	–	﹤0.01%	2277
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 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

IFP Advisors's CHEF Position: Q2 2026 in Review

IFP Advisors increased its Chefs' Warehouse (CHEF) stake by 78% in Q2 2026, buying an estimated $3.25K and bringing the position to 96 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

IFP Advisors first reported a position in CHEF in Q2 2018 and has held it in 20 quarters since. The position peaked at $42K in Q3 2022. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

IFP Advisors held 96 shares of Chefs' Warehouse worth $9.23K as of Q2 2026.
IFP Advisors bought 42 Chefs' Warehouse shares in Q2 2026, an estimated $3.25K.
Chefs' Warehouse made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3452 holding.
IFP Advisors first reported a position in Chefs' Warehouse in Q2 2018 and has held it in 20 quarters since.
IFP Advisors's Chefs' Warehouse position peaked at $42K in Q3 2022.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.