Optima Capital’s Performance Food Group PFGC Stock Holding History

Optima Capital’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	-10	Closed	-$899	–	967
2025 Q4	$899	Buy	+10	New	+$966	﹤0.01%	976

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

Optima Capital's PFGC Position: Q1 2026 in Review

Optima Capital sold out of Performance Food Group (PFGC) in Q1 2026, closing a stake of 10 shares — an estimated $899 sold.

Optima Capital first reported a position in PFGC in Q4 2025 and held it in 1 quarter. The position peaked at $899 in Q4 2025. 462 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

Optima Capital reported no remaining Performance Food Group position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 10 Performance Food Group shares in Q1 2026, an estimated $899.
Optima Capital first reported a position in Performance Food Group in Q4 2025 and held it in 1 quarter.
Optima Capital's Performance Food Group position peaked at $899 in Q4 2025.
462 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.