LPL Financial
CHEF icon

LPL Financial’s Chefs' Warehouse CHEF Stock Holding History

LPL Financial’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 		$350K Sell
3,646
-13,215
-78% -$1.02M ﹤0.01% 5324
2026
Q1 		$1M Buy
16,861
+13,258
+368% +$848K ﹤0.01% 4174
2025
Q4 		$225K Buy
3,603
+63
+2% +$3.79K ﹤0.01% 5378
2025
Q3 		$206K Buy
+3,540
New +$226K ﹤0.01% 5329
2015
Q2 		– Sell
-17,990
Closed -$399K – 2886
2015
Q1 		$399K Hold
17,990
– – ﹤0.01% 2011
2014
Q4 		$414K Buy
17,990
+7,170
+66% +$126K ﹤0.01% 1914
2014
Q3 		$170K Buy
10,820
+420
+4% +$7.46K ﹤0.01% 2517
2014
Q2 		$206K Buy
+10,400
New +$202K ﹤0.01% 2471

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LPL Financial's CHEF Position: Q2 2026 in Review

LPL Financial reduced its Chefs' Warehouse (CHEF) stake by 78% in Q2 2026, selling an estimated $1.02M and leaving 3,646 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #5324.

LPL Financial first reported a position in CHEF in Q2 2014 and has held it in 8 quarters since. The position peaked at $1M in Q1 2026. 112 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • LPL Financial held 3,646 shares of Chefs' Warehouse worth $350K as of Q2 2026.
  • LPL Financial sold 13,215 Chefs' Warehouse shares in Q2 2026, an estimated $1.02M.
  • Chefs' Warehouse made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5324 holding.
  • LPL Financial first reported a position in Chefs' Warehouse in Q2 2014 and has held it in 8 quarters since.
  • LPL Financial's Chefs' Warehouse position peaked at $1M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.