Mount Yale Investment Advisors’s Performance Food Group PFGC Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-9	Closed	-$787	–	1343
2025 Q2	$787	Buy	+9	New	+$750	﹤0.01%	1399
2021 Q2	–	Sell	-5,154	Closed	-$297K	–	447
2021 Q1	$297K	Sell	5,154 -190	-4%	-$10K	0.04%	313
2020 Q4	$254K	Buy	+5,344	New	+$225K	0.04%	334
2018 Q4	–	Sell	-2,413	Closed	-$79K	–	649
2018 Q3	$79K	Buy	2,413 +156	+7%	+$5.49K	0.01%	512
2018 Q2	$83K	Sell	2,257 -42	-2%	-$1.42K	0.02%	521
2018 Q1	$69K	Buy	+2,299	New	+$73.7K	0.01%	554

Other funds holding PFGC

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Mount Yale Investment Advisors's PFGC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Performance Food Group (PFGC) in Q3 2025, closing a stake of 9 shares — an estimated $787 sold.

Mount Yale Investment Advisors first reported a position in PFGC in Q1 2018 and held it in 6 quarters. The position peaked at $297K in Q1 2021. 476 funds tracked by Wall St. Rank hold PFGC as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Performance Food Group position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 9 Performance Food Group shares in Q3 2025, an estimated $787.
Mount Yale Investment Advisors first reported a position in Performance Food Group in Q1 2018 and held it in 6 quarters.
Mount Yale Investment Advisors's Performance Food Group position peaked at $297K in Q1 2021.
476 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.