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
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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return