InceptionR’s Chefs' Warehouse CHEF Stock Holding History

InceptionR’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	–	Sell	-5,383	Closed	-$320K	–	683
2026 Q1	$320K	Sell	5,383 -709	-12%	-$45.4K	0.08%	459
2025 Q4	$380K	Buy	6,092 +2,640	+76%	+$159K	0.11%	361
2025 Q3	$201K	Buy	+3,452	New	+$220K	0.05%	604

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

InceptionR's CHEF Position: Q2 2026 in Review

InceptionR sold out of Chefs' Warehouse (CHEF) in Q2 2026, closing a stake of 5,383 shares — an estimated $320K sold.

InceptionR first reported a position in CHEF in Q3 2025 and held it in 3 quarters. The position peaked at $380K in Q4 2025. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

InceptionR reported no remaining Chefs' Warehouse position as of Q2 2026 after selling out during the quarter.
InceptionR sold 5,383 Chefs' Warehouse shares in Q2 2026, an estimated $320K.
InceptionR first reported a position in Chefs' Warehouse in Q3 2025 and held it in 3 quarters.
InceptionR's Chefs' Warehouse position peaked at $380K in Q4 2025.
288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.