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Pinnacle Wealth Planning Services’s Chefs' Warehouse CHEF Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$129K Buy
2,168
+29
+1% +$1.85K 0.01% 667
2025
Q4 		$133K Buy
+2,139
New +$129K 0.01% 636
2021
Q1 		– Sell
-2,364
Closed -$61K – 645
2020
Q4 		$61K Buy
+2,364
New +$46.5K 0.01% 694

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHEF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Chefs' Warehouse (CHEF) stake by 1.4% in Q1 2026, buying an estimated $1.85K and bringing the position to 2,168 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #667.

Pinnacle Wealth Planning Services first reported a position in CHEF in Q4 2020 and has held it in 3 quarters since. The position peaked at $133K in Q4 2025. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,168 shares of Chefs' Warehouse worth $129K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 29 Chefs' Warehouse shares in Q1 2026, an estimated $1.85K.
  • Chefs' Warehouse made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #667 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chefs' Warehouse in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Chefs' Warehouse position peaked at $133K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.