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Laurel Wealth Advisors (North Carolina)’s Chefs' Warehouse CHEF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-100
Closed -$6.23K – 278
2025
Q4 		$6.23K Buy
+100
New +$6.01K ﹤0.01% 518
2025
Q2 		– Sell
-100
Closed -$5.45K – 280
2025
Q1 		$5.45K Hold
100
– – ﹤0.01% 526
2024
Q4 		$4.93K Hold
100
– – ﹤0.01% 556
2024
Q3 		$4.2K Hold
100
– – ﹤0.01% 533
2024
Q2 		$3.91K Hold
100
– – ﹤0.01% 508
2024
Q1 		$3.77K Buy
+100
New +$3.42K ﹤0.01% 510

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CHEF Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Chefs' Warehouse (CHEF) in Q1 2026, closing a stake of 100 shares — an estimated $6.23K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CHEF in Q1 2024 and held it in 6 quarters. The position peaked at $6.23K in Q4 2025. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Chefs' Warehouse position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Chefs' Warehouse shares in Q1 2026, an estimated $6.23K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Chefs' Warehouse in Q1 2024 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Chefs' Warehouse position peaked at $6.23K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.