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Larson Financial Group’s Chefs' Warehouse CHEF Stock Holding History

Larson Financial Group’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 		$6.54K Buy
68
+10
+17% +$774 ﹤0.01% 2645
2026
Q1 		$3.45K Buy
58
+3
+5% +$192 ﹤0.01% 2770
2025
Q4 		$3.43K Sell
55
-6
-10% -$361 ﹤0.01% 2611
2025
Q3 		$3.56K Hold
61
– – ﹤0.01% 2484
2025
Q2 		$3.89K Buy
61
+23
+61% +$1.37K ﹤0.01% 2173
2025
Q1 		$2.07K Buy
38
+33
+660% +$1.84K ﹤0.01% 2156
2024
Q4 		$247 Hold
5
– – ﹤0.01% 2383
2024
Q3 		$210 Hold
5
– – ﹤0.01% 2356
2024
Q2 		$196 Buy
+5
New +$185 ﹤0.01% 2072

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 $3.37T AUM 44.26% 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

Larson Financial Group's CHEF Position: Q2 2026 in Review

Larson Financial Group increased its Chefs' Warehouse (CHEF) stake by 17% in Q2 2026, buying an estimated $774 and bringing the position to 68 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Larson Financial Group first reported a position in CHEF in Q2 2024 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Larson Financial Group held 68 shares of Chefs' Warehouse worth $6.54K as of Q2 2026.
  • Larson Financial Group bought 10 Chefs' Warehouse shares in Q2 2026, an estimated $774.
  • Chefs' Warehouse made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2645 holding.
  • Larson Financial Group first reported a position in Chefs' Warehouse in Q2 2024 and has held it in 9 quarters since.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

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