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Jefferies Financial Group’s Chefs' Warehouse CHEF Stock Holding History

Jefferies Financial Group’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
2024
Q2 		– Sell
-105,000
Closed -$3.95M – 1461
2024
Q1 		$3.95M Hold
105,000
– – 0.04% 369
2023
Q4 		$3.09M Buy
105,000
+55,000
+110% +$1.33M 0.02% 545
2023
Q3 		$1.06M Buy
+50,000
New +$1.53M 0.01% 821

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jefferies Financial Group's CHEF Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Chefs' Warehouse (CHEF) in Q2 2026: 3,748 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in CHEF as recently as Q3 2025.

Jefferies Financial Group first reported a position in CHEF in Q1 2023 and has held it in 6 quarters since. The position peaked at $4.96M in Q3 2025. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Jefferies Financial Group held 3,748 shares of Chefs' Warehouse worth $360K as of Q2 2026.
  • Chefs' Warehouse was a new Jefferies Financial Group position in Q2 2026.
  • Chefs' Warehouse made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1328 holding.
  • Jefferies Financial Group first reported a position in Chefs' Warehouse in Q1 2023 and has held it in 6 quarters since.
  • Jefferies Financial Group's Chefs' Warehouse position peaked at $4.96M in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.