Jones Financial Companies
CHEF icon

Jones Financial Companies’s Chefs' Warehouse CHEF Stock Holding History

Jones Financial Companies’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 		$585K Buy
6,104
+4,065
+199% +$315K ﹤0.01% 2153
2026
Q1 		$121K Buy
2,039
+1,855
+1,008% +$119K ﹤0.01% 2595
2025
Q4 		$11.5K Buy
184
+13
+8% +$782 ﹤0.01% 3159
2025
Q3 		$10K Hold
171
– – ﹤0.01% 3081
2025
Q2 		$10.9K Buy
171
+21
+14% +$1.25K ﹤0.01% 2843
2025
Q1 		$8.02K Buy
+150
New +$8.36K ﹤0.01% 2802

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

Jones Financial Companies's CHEF Position: Q2 2026 in Review

Jones Financial Companies increased its Chefs' Warehouse (CHEF) stake by 199% in Q2 2026, buying an estimated $315K and bringing the position to 6,104 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Jones Financial Companies first reported a position in CHEF in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Jones Financial Companies held 6,104 shares of Chefs' Warehouse worth $585K as of Q2 2026.
  • Jones Financial Companies bought 4,065 Chefs' Warehouse shares in Q2 2026, an estimated $315K.
  • Chefs' Warehouse made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2153 holding.
  • Jones Financial Companies first reported a position in Chefs' Warehouse in Q1 2025 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.