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Sound Income Strategies’s Chefs' Warehouse CHEF Stock Holding History

Sound Income Strategies’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 		– Sell
-104
Closed -$6.09K – 809
2026
Q1 		$6.09K Hold
104
– – ﹤0.01% 1740
2025
Q4 		$6.67K Buy
+104
New +$6.25K ﹤0.01% 1683

Other funds holding CHEF

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Sound Income Strategies's CHEF Position: Q2 2026 in Review

Sound Income Strategies sold out of Chefs' Warehouse (CHEF) in Q2 2026, closing a stake of 104 shares — an estimated $6.09K sold.

Sound Income Strategies first reported a position in CHEF in Q4 2025 and held it in 2 quarters. The position peaked at $6.67K in Q4 2025. 64 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Sound Income Strategies reported no remaining Chefs' Warehouse position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 104 Chefs' Warehouse shares in Q2 2026, an estimated $6.09K.
  • Sound Income Strategies first reported a position in Chefs' Warehouse in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Chefs' Warehouse position peaked at $6.67K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.