PWPS
PFGC icon

Pinnacle Wealth Planning Services’s Performance Food Group PFGC Stock Holding History

Pinnacle Wealth Planning Services’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 		$26.4K Buy
308
+89
+41% +$8.14K ﹤0.01% 1546
2025
Q4 		$19.7K Buy
+219
New +$21.1K ﹤0.01% 1722
2022
Q2 		– Sell
-5,561
Closed -$283K – 463
2022
Q1 		$283K Buy
+5,561
New +$273K 0.05% 277
2021
Q1 		– Sell
-1,674
Closed -$80K – 1500
2020
Q4 		$80K Buy
+1,674
New +$70.5K 0.02% 571

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Performance Food Group (PFGC) stake by 41% in Q1 2026, buying an estimated $8.14K and bringing the position to 308 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Pinnacle Wealth Planning Services first reported a position in PFGC in Q4 2020 and has held it in 4 quarters since. The position peaked at $283K in Q1 2022. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 308 shares of Performance Food Group worth $26.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 89 Performance Food Group shares in Q1 2026, an estimated $8.14K.
  • Performance Food Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1546 holding.
  • Pinnacle Wealth Planning Services first reported a position in Performance Food Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Performance Food Group position peaked at $283K in Q1 2022.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

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