JCP Investment Management’s United Natural Foods UNFI Stock Holding History

JCP Investment Management’s Portfolio UNFI Stock Details UNFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.6M	Hold	494,371	–	–	12.07%	2
2026 Q1	$22.3M	Buy	494,371 +31,071	+7%	+$1.19M	14.82%	2
2025 Q4	$15.6M	Sell	463,300 -7,022	-1%	-$261K	12.33%	3
2025 Q3	$17.7M	Hold	470,322	–	–	11.6%	4
2025 Q2	$11M	Hold	470,322	–	–	6.33%	8
2025 Q1	$12.9M	Hold	470,322	–	–	7.94%	5
2024 Q4	$12.8M	Hold	470,322	–	–	7.57%	5
2024 Q3	$7.91M	Hold	470,322	–	–	6.56%	8
2024 Q2	$6.16M	Hold	470,322	–	–	6.89%	7
2024 Q1	$5.4M	Hold	470,322	–	–	8.61%	6
2023 Q4	$7.63M	Hold	470,322	–	–	9%	4
2023 Q3	$6.65M	Hold	470,322	–	–	7.02%	5
2023 Q2	$9.19M	Buy	470,322 +34,000	+8%	+$854K	7.67%	4
2023 Q1	$11.5M	Buy	436,322 +64,000	+17%	+$2.33M	8.1%	4
2022 Q4	$14.4M	Buy	372,322 +21,000	+6%	+$869K	12.16%	3
2022 Q3	$12.1M	Buy	351,322 +15,322	+5%	+$653K	8.57%	5
2022 Q2	$13.2M	Buy	336,000 +92,000	+38%	+$3.87M	9.38%	4
2022 Q1	$10.1M	Buy	+244,000	New	+$9.98M	7.17%	6

Other funds holding UNFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JCP Investment Management's UNFI Position: Q2 2026 in Review

JCP Investment Management held its United Natural Foods (UNFI) position steady in Q2 2026 at 494,371 shares worth $22.6M. The position accounts for 12.07% of the portfolio, ranked #2.

JCP Investment Management first reported a position in UNFI in Q1 2022 and has held it in 18 quarters since. 361 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

JCP Investment Management held 494,371 shares of United Natural Foods worth $22.6M as of Q2 2026.
JCP Investment Management left its United Natural Foods share count unchanged in Q2 2026.
United Natural Foods made up 12.07% of JCP Investment Management's portfolio in Q2 2026, its #2 holding.
JCP Investment Management first reported a position in United Natural Foods in Q1 2022 and has held it in 18 quarters since.
361 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on JCP Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.