Massachusetts Financial Services
CHEF icon

Massachusetts Financial Services’s Chefs' Warehouse CHEF Stock Holding History

Massachusetts Financial 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 		$90.6M Sell
943,154
-233,548
-20% -$18.1M 0.03% 407
2026
Q1 		$70M Buy
1,176,702
+71,876
+7% +$4.6M 0.02% 416
2025
Q4 		$68.9M Buy
1,104,826
+173,155
+19% +$10.4M 0.02% 429
2025
Q3 		$54.3M Buy
931,671
+58,046
+7% +$3.7M 0.02% 453
2025
Q2 		$55.7M Buy
873,625
+86,522
+11% +$5.14M 0.02% 453
2025
Q1 		$42.9M Buy
+787,103
New +$43.9M 0.01% 476

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

Massachusetts Financial Services's CHEF Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Chefs' Warehouse (CHEF) stake by 20% in Q2 2026, selling an estimated $18.1M and leaving 943,154 shares worth $90.6M. The position accounts for 0.03% of the portfolio, ranked #407.

Massachusetts Financial Services first reported a position in CHEF in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Massachusetts Financial Services held 943,154 shares of Chefs' Warehouse worth $90.6M as of Q2 2026.
  • Massachusetts Financial Services sold 233,548 Chefs' Warehouse shares in Q2 2026, an estimated $18.1M.
  • Chefs' Warehouse made up 0.03% of Massachusetts Financial Services's portfolio in Q2 2026, its #407 holding.
  • Massachusetts Financial Services first reported a position in Chefs' Warehouse in Q1 2025 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.