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 Q2	$3.75K	Hold	39	–	–	﹤0.01%	715
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 $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 $3.38T AUM 44.17% 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

Johnson Financial Group Inc (Wisconsin)'s CHEF Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Chefs' Warehouse (CHEF) position steady in Q2 2026 at 39 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Johnson Financial Group Inc (Wisconsin) first reported a position in CHEF in Q4 2013 and has held it in 12 quarters since. The position peaked at $66K in Q4 2014. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 39 shares of Chefs' Warehouse worth $3.75K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Chefs' Warehouse share count unchanged in Q2 2026.
Chefs' Warehouse made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #715 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Chefs' Warehouse in Q4 2013 and has held it in 12 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Chefs' Warehouse position peaked at $66K in Q4 2014.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.