Montag & Associates’s Performance Food Group PFGC Stock Holding History

Montag & Associates’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
2026 Q1	$1.23K	Buy	+14	New	+$1.28K	﹤0.01%	885

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Montag & Associates's PFGC Position: Q1 2026 in Review

Montag & Associates opened a new position in Performance Food Group (PFGC) in Q1 2026: 14 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings.

461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

Montag & Associates held 14 shares of Performance Food Group worth $1.23K as of Q1 2026.
Performance Food Group was a new Montag & Associates position in Q1 2026.
Performance Food Group made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #885 holding.
461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.