Kovitz Investment Group Partners
PFGC icon

Kovitz Investment Group Partners’s Performance Food Group PFGC Stock Holding History

Kovitz Investment Group Partners’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-31,778
Closed -$2.78M – 1465
2025
Q2 		$2.78M Sell
31,778
-1,846
-5% -$154K 0.01% 555
2025
Q1 		$2.64M Sell
33,624
-1,085
-3% -$90.6K 0.01% 529
2024
Q4 		$2.93M Sell
34,709
-893
-3% -$75.3K 0.01% 502
2024
Q3 		$2.77M Buy
+35,602
New +$2.49M 0.02% 444

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Fidelity Investments
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Wellington Management Group
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Victory Capital Management
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State Street
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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Kovitz Investment Group Partners's PFGC Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Performance Food Group (PFGC) in Q3 2025, closing a stake of 31,778 shares — an estimated $2.78M sold.

Kovitz Investment Group Partners first reported a position in PFGC in Q3 2024 and held it in 4 quarters. The position peaked at $2.93M in Q4 2024. 476 funds tracked by Wall St. Rank hold PFGC as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Performance Food Group position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 31,778 Performance Food Group shares in Q3 2025, an estimated $2.78M.
  • Kovitz Investment Group Partners first reported a position in Performance Food Group in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Performance Food Group position peaked at $2.93M in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.