WF
CHEF icon

Welch & Forbes’s Chefs' Warehouse CHEF Stock Holding History

Welch & Forbes’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 		$6.27M Buy
65,255
+1,000
+2% +$77.4K 0.08% 116
2026
Q1 		$3.82M Buy
64,255
+11,150
+21% +$713K 0.05% 141
2025
Q4 		$3.31M Buy
53,105
+10,800
+26% +$649K 0.04% 150
2025
Q3 		$2.47M Sell
42,305
-700
-2% -$44.6K 0.03% 172
2025
Q2 		$2.74M Sell
43,005
-1,560
-4% -$92.7K 0.03% 161
2025
Q1 		$2.43M Sell
44,565
-40,300
-47% -$2.25M 0.03% 172
2024
Q4 		$4.19M Sell
84,865
-300
-0.4% -$13.1K 0.05% 136
2024
Q3 		$3.58M Sell
85,165
-1,015
-1% -$41K 0.05% 144
2024
Q2 		$3.36M Sell
86,180
-250
-0.3% -$9.24K 0.04% 142
2024
Q1 		$3.25M Buy
86,430
+75
+0.1% +$2.57K 0.04% 150
2023
Q4 		$2.54M Buy
86,355
+24,580
+40% +$593K 0.04% 167
2023
Q3 		$1.31M Buy
61,775
+49,080
+387% +$1.5M 0.02% 204
2023
Q2 		$454K Buy
+12,695
New +$421K 0.01% 294

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

Welch & Forbes's CHEF Position: Q2 2026 in Review

Welch & Forbes increased its Chefs' Warehouse (CHEF) stake by 1.6% in Q2 2026, buying an estimated $77.4K and bringing the position to 65,255 shares worth $6.27M. The position accounts for 0.08% of the portfolio, ranked #116.

Welch & Forbes first reported a position in CHEF in Q2 2023 and has held it in 13 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Welch & Forbes held 65,255 shares of Chefs' Warehouse worth $6.27M as of Q2 2026.
  • Welch & Forbes bought 1,000 Chefs' Warehouse shares in Q2 2026, an estimated $77.4K.
  • Chefs' Warehouse made up 0.08% of Welch & Forbes's portfolio in Q2 2026, its #116 holding.
  • Welch & Forbes first reported a position in Chefs' Warehouse in Q2 2023 and has held it in 13 quarters since.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.