Johnson Financial Group Inc (Wisconsin)’s Chefs' Warehouse CHEF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	$2.32K	Hold	39	–	–	﹤0.01%	770
2025 Q4	$2.43K	Hold	39	–	–	﹤0.01%	787
2025 Q3	$2.27K	Buy	+39	New	+$2.48K	﹤0.01%	920
2015 Q4	–	Sell	-2,875	Closed	-$41K	–	786
2015 Q3	$41K	Hold	2,875	–	–	0.01%	497
2015 Q2	$61K	Hold	2,875	–	–	0.01%	466
2015 Q1	$64K	Hold	2,875	–	–	0.01%	474
2014 Q4	$66K	Buy	2,875 +575	+25%	+$10.1K	0.02%	446
2014 Q3	$37K	Buy	2,300 +125	+6%	+$2.22K	0.01%	483
2014 Q2	$43K	Buy	2,175 +1,475	+211%	+$28.7K	0.01%	476
2014 Q1	$15K	Buy	700 +175	+33%	+$4.21K	﹤0.01%	560
2013 Q4	$15K	Buy	+525	New	+$13.1K	﹤0.01%	548

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s CHEF Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Chefs' Warehouse (CHEF) position steady in Q1 2026 at 39 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Johnson Financial Group Inc (Wisconsin) first reported a position in CHEF in Q4 2013 and has held it in 11 quarters since. The position peaked at $66K in Q4 2014. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 39 shares of Chefs' Warehouse worth $2.32K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) left its Chefs' Warehouse share count unchanged in Q1 2026.
Chefs' Warehouse made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #770 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Chefs' Warehouse in Q4 2013 and has held it in 11 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Chefs' Warehouse position peaked at $66K in Q4 2014.
249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.