PWPS
CHEF icon

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
Q2 		$203K Sell
2,110
-58
-3% -$4.49K 0.02% 516
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHEF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Chefs' Warehouse (CHEF) stake by 2.7% in Q2 2026, selling an estimated $4.49K and leaving 2,110 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #516.

Pinnacle Wealth Planning Services first reported a position in CHEF in Q4 2020 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,110 shares of Chefs' Warehouse worth $203K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 58 Chefs' Warehouse shares in Q2 2026, an estimated $4.49K.
  • Chefs' Warehouse made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #516 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chefs' Warehouse in Q4 2020 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.