MWM
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Moran Wealth Management’s Performance Food Group PFGC Stock Holding History

Moran Wealth Management’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 		– Sell
-84,680
Closed -$7.61M – 539
2025
Q4 		$7.61M Sell
84,680
-3,359
-4% -$324K 0.23% 135
2025
Q3 		$9.16M Sell
88,039
-1,410
-2% -$141K 0.28% 115
2025
Q2 		$7.82M Sell
89,449
-5,207
-6% -$434K 0.24% 128
2025
Q1 		$7.44M Buy
94,656
+989
+1% +$82.5K 0.25% 126
2024
Q4 		$7.92M Buy
93,667
+39,744
+74% +$3.35M 0.25% 117
2024
Q3 		$4.23M Buy
+53,923
New +$3.78M 0.13% 189

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Moran Wealth Management's PFGC Position: Q1 2026 in Review

Moran Wealth Management sold out of Performance Food Group (PFGC) in Q1 2026, closing a stake of 84,680 shares — an estimated $7.61M sold.

Moran Wealth Management first reported a position in PFGC in Q3 2024 and held it in 6 quarters. The position peaked at $9.16M in Q3 2025. 465 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Moran Wealth Management reported no remaining Performance Food Group position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 84,680 Performance Food Group shares in Q1 2026, an estimated $7.61M.
  • Moran Wealth Management first reported a position in Performance Food Group in Q3 2024 and held it in 6 quarters.
  • Moran Wealth Management's Performance Food Group position peaked at $9.16M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.