Stephens Consulting’s Chefs' Warehouse CHEF Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-10	Closed	-$545	–	1345
2025 Q1	$545	Buy	+10	New	+$557	﹤0.01%	906

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stephens Consulting's CHEF Position: Q2 2025 in Review

Stephens Consulting sold out of Chefs' Warehouse (CHEF) in Q2 2025, closing a stake of 10 shares — an estimated $545 sold.

Stephens Consulting first reported a position in CHEF in Q1 2025 and held it in 1 quarter. The position peaked at $545 in Q1 2025. 227 funds tracked by Wall St. Rank hold CHEF as of Q2 2025.

Stephens Consulting reported no remaining Chefs' Warehouse position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Chefs' Warehouse shares in Q2 2025, an estimated $545.
Stephens Consulting first reported a position in Chefs' Warehouse in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Chefs' Warehouse position peaked at $545 in Q1 2025.
227 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.