WCM Investment Management
CHEF icon

WCM Investment Management’s Chefs' Warehouse CHEF Stock Holding History

WCM Investment Management’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 		$22.5M Sell
235,895
-99,583
-30% -$7.71M 0.04% 98
2026
Q1 		$19.7M Sell
335,478
-12,398
-4% -$793K 0.05% 87
2025
Q4 		$21.7M Sell
347,876
-23,495
-6% -$1.41M 0.04% 79
2025
Q3 		$21.7M Sell
371,371
-3,470
-0.9% -$221K 0.05% 88
2025
Q2 		$23.8M Buy
374,841
+21,174
+6% +$1.26M 0.05% 75
2025
Q1 		$18.9M Sell
353,667
-666
-0.2% -$37.1K 0.05% 82
2024
Q4 		$17.4M Buy
354,333
+170,600
+93% +$7.43M 0.04% 112
2024
Q3 		$7.68M Buy
+183,733
New +$7.41M 0.02% 157

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

WCM Investment Management's CHEF Position: Q2 2026 in Review

WCM Investment Management reduced its Chefs' Warehouse (CHEF) stake by 30% in Q2 2026, selling an estimated $7.71M and leaving 235,895 shares worth $22.5M. The position accounts for 0.04% of the portfolio, ranked #98.

WCM Investment Management first reported a position in CHEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.8M in Q2 2025. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • WCM Investment Management held 235,895 shares of Chefs' Warehouse worth $22.5M as of Q2 2026.
  • WCM Investment Management sold 99,583 Chefs' Warehouse shares in Q2 2026, an estimated $7.71M.
  • Chefs' Warehouse made up 0.04% of WCM Investment Management's portfolio in Q2 2026, its #98 holding.
  • WCM Investment Management first reported a position in Chefs' Warehouse in Q3 2024 and has held it in 8 quarters since.
  • WCM Investment Management's Chefs' Warehouse position peaked at $23.8M in Q2 2025.
  • 288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.