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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rothschild Investment LLC's CHEF Position: Q1 2026 in Review

Rothschild Investment LLC increased its Chefs' Warehouse (CHEF) stake by 15% in Q1 2026, buying an estimated $640 and bringing the position to 75 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Rothschild Investment LLC first reported a position in CHEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.11K in Q2 2025. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Rothschild Investment LLC held 75 shares of Chefs' Warehouse worth $4.46K as of Q1 2026.
  • Rothschild Investment LLC bought 10 Chefs' Warehouse shares in Q1 2026, an estimated $640.
  • Chefs' Warehouse made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2113 holding.
  • Rothschild Investment LLC first reported a position in Chefs' Warehouse in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Chefs' Warehouse position peaked at $5.11K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.