TWD
PFGC icon

True Wealth Design’s Performance Food Group PFGC Stock Holding History

True Wealth Design’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 		$4.7K Buy
42
+31
+282% +$2.95K ﹤0.01% 1357
2026
Q1 		$943 Hold
11
– – ﹤0.01% 1820
2025
Q4 		$990 Sell
11
-3
-21% -$290 ﹤0.01% 1709
2025
Q3 		$1.46K Hold
14
– – ﹤0.01% 1603
2025
Q2 		$1.23K Buy
14
+5
+56% +$416 ﹤0.01% 1390
2025
Q1 		$708 Buy
+9
New +$751 ﹤0.01% 1409

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

True Wealth Design's PFGC Position: Q2 2026 in Review

True Wealth Design increased its Performance Food Group (PFGC) stake by 282% in Q2 2026, buying an estimated $2.95K and bringing the position to 42 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

True Wealth Design first reported a position in PFGC in Q1 2025 and has held it in 6 quarters since. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • True Wealth Design held 42 shares of Performance Food Group worth $4.7K as of Q2 2026.
  • True Wealth Design bought 31 Performance Food Group shares in Q2 2026, an estimated $2.95K.
  • Performance Food Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1357 holding.
  • True Wealth Design first reported a position in Performance Food Group in Q1 2025 and has held it in 6 quarters since.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.