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Plante Moran Financial Advisors’s Chefs' Warehouse CHEF Stock Holding History

Plante Moran Financial Advisors’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 		$865 Buy
+9
New +$697 ﹤0.01% 946
2019
Q4 		– Sell
-500
Closed -$20K – 768
2019
Q3 		$20K Buy
+500
New +$18.7K 0.01% 491
2019
Q2 		– Sell
-1,000
Closed -$31K – 782
2019
Q1 		$31K Buy
+1,000
New +$32.8K 0.01% 410

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

Plante Moran Financial Advisors's CHEF Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Chefs' Warehouse (CHEF) in Q2 2026: 9 shares worth $865. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CHEF as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in CHEF in Q1 2019 and has held it in 3 quarters since. The position peaked at $31K in Q1 2019. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Plante Moran Financial Advisors held 9 shares of Chefs' Warehouse worth $865 as of Q2 2026.
  • Chefs' Warehouse was a new Plante Moran Financial Advisors position in Q2 2026.
  • Chefs' Warehouse made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #946 holding.
  • Plante Moran Financial Advisors first reported a position in Chefs' Warehouse in Q1 2019 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Chefs' Warehouse position peaked at $31K in Q1 2019.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.