UB
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UMB Bank’s Chefs' Warehouse CHEF Stock Holding History

UMB Bank’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 		$47.9K Buy
498
+305
+158% +$23.6K ﹤0.01% 1348
2026
Q1 		$11.5K Buy
193
+10
+5% +$640 ﹤0.01% 1810
2025
Q4 		$11.4K Buy
183
+29
+19% +$1.74K ﹤0.01% 1779
2025
Q3 		$8.98K Buy
154
+27
+21% +$1.72K ﹤0.01% 1717
2025
Q2 		$8.1K Buy
127
+7
+6% +$416 ﹤0.01% 1681
2025
Q1 		$6.54K Buy
120
+36
+43% +$2.01K ﹤0.01% 1685
2024
Q4 		$4.14K Hold
84
– – ﹤0.01% 1776
2024
Q3 		$3.53K Buy
84
+40
+91% +$1.61K ﹤0.01% 1828
2024
Q2 		$1.72K Buy
44
+30
+214% +$1.11K ﹤0.01% 1836
2024
Q1 		$527 Buy
+14
New +$479 ﹤0.01% 1967

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UMB Bank's CHEF Position: Q2 2026 in Review

UMB Bank increased its Chefs' Warehouse (CHEF) stake by 158% in Q2 2026, buying an estimated $23.6K and bringing the position to 498 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

UMB Bank first reported a position in CHEF in Q1 2024 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • UMB Bank held 498 shares of Chefs' Warehouse worth $47.9K as of Q2 2026.
  • UMB Bank bought 305 Chefs' Warehouse shares in Q2 2026, an estimated $23.6K.
  • Chefs' Warehouse made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1348 holding.
  • UMB Bank first reported a position in Chefs' Warehouse in Q1 2024 and has held it in 10 quarters since.
  • 288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.