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Rothschild Investment LLC’s Chefs' Warehouse CHEF Stock Holding History

Rothschild Investment LLC’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 		$6.92K Sell
72
-3
-4% -$232 ﹤0.01% 2094
2026
Q1 		$4.46K Buy
75
+10
+15% +$640 ﹤0.01% 2113
2025
Q4 		$4.05K Buy
65
+5
+8% +$301 ﹤0.01% 1999
2025
Q3 		$3.5K Sell
60
-20
-25% -$1.27K ﹤0.01% 1889
2025
Q2 		$5.11K Buy
80
+15
+23% +$891 ﹤0.01% 1503
2025
Q1 		$3.54K Buy
65
+20
+44% +$1.11K ﹤0.01% 1600
2024
Q4 		$2.22K Buy
45
+10
+29% +$435 ﹤0.01% 1739
2024
Q3 		$1.47K Buy
35
+20
+133% +$807 ﹤0.01% 1900
2024
Q2 		$587 Buy
15
+10
+200% +$370 ﹤0.01% 1912
2024
Q1 		$188 Buy
+5
New +$171 ﹤0.01% 1769

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's CHEF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Chefs' Warehouse (CHEF) stake by 4% in Q2 2026, selling an estimated $232 and leaving 72 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Rothschild Investment LLC first reported a position in CHEF in Q1 2024 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Rothschild Investment LLC held 72 shares of Chefs' Warehouse worth $6.92K as of Q2 2026.
  • Rothschild Investment LLC sold 3 Chefs' Warehouse shares in Q2 2026, an estimated $232.
  • Chefs' Warehouse made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2094 holding.
  • Rothschild Investment LLC first reported a position in Chefs' Warehouse in Q1 2024 and has held it in 10 quarters since.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.