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Keating Financial Advisory Services’s Chefs' Warehouse CHEF Stock Holding History

Keating Financial Advisory Services’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 		$5.77K Buy
60
+27
+82% +$2.09K ﹤0.01% 1479
2026
Q1 		$1.96K Buy
+33
New +$2.11K ﹤0.01% 1857

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

Keating Financial Advisory Services's CHEF Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Chefs' Warehouse (CHEF) stake by 82% in Q2 2026, buying an estimated $2.09K and bringing the position to 60 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Keating Financial Advisory Services first reported a position in CHEF in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Keating Financial Advisory Services held 60 shares of Chefs' Warehouse worth $5.77K as of Q2 2026.
  • Keating Financial Advisory Services bought 27 Chefs' Warehouse shares in Q2 2026, an estimated $2.09K.
  • Chefs' Warehouse made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1479 holding.
  • Keating Financial Advisory Services first reported a position in Chefs' Warehouse in Q1 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.