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 Q3	$162K	Sell	1,448 -662	-31%	-$70.6K	0.02%	598
2026 Q2	$203K	Sell	2,110 -58	-3%	-$4.49K	0.02%	516
2026 Q1	$129K	Buy	2,168 +29	+1%	+$1.86K	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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHEF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Chefs' Warehouse (CHEF) stake by 31% in Q3 2026, selling an estimated $70.6K and leaving 1,448 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #598.

Pinnacle Wealth Planning Services first reported a position in CHEF in Q4 2020 and has held it in 5 quarters since. The position peaked at $203K in Q2 2026. 210 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

Pinnacle Wealth Planning Services held 1,448 shares of Chefs' Warehouse worth $162K as of Q3 2026.
Pinnacle Wealth Planning Services sold 662 Chefs' Warehouse shares in Q3 2026, an estimated $70.6K.
Chefs' Warehouse made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #598 holding.
Pinnacle Wealth Planning Services first reported a position in Chefs' Warehouse in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Chefs' Warehouse position peaked at $203K in Q2 2026.
210 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.