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Shelton Wealth Management’s Performance Food Group PFGC Stock Holding History

Shelton Wealth Management’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
Q2 		$351K Buy
+3,143
New +$299K 0.14% 104

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Shelton Wealth Management's PFGC Position: Q2 2026 in Review

Shelton Wealth Management opened a new position in Performance Food Group (PFGC) in Q2 2026: 3,143 shares worth $351K. The stake represents 0.14% of the portfolio and ranks #104 among its holdings.

528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Shelton Wealth Management held 3,143 shares of Performance Food Group worth $351K as of Q2 2026.
  • Performance Food Group was a new Shelton Wealth Management position in Q2 2026.
  • Performance Food Group made up 0.14% of Shelton Wealth Management's portfolio in Q2 2026, its #104 holding.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.