Whipplewood Advisors’s Chefs' Warehouse CHEF Stock Holding History

Whipplewood Advisors’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	–	Sell	-24	Closed	-$1.43K	–	706
2026 Q1	$1.43K	Buy	+24	New	+$1.54K	﹤0.01%	831
2025 Q3	–	Sell	-24	Closed	-$1.53K	–	457
2025 Q2	$1.53K	Sell	24 -4	-14%	-$238	﹤0.01%	934
2025 Q1	$1.31K	Buy	28 +4	+17%	+$223	﹤0.01%	973
2024 Q4	$1.18K	Buy	+24	New	+$1.04K	﹤0.01%	990

Other funds holding CHEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whipplewood Advisors's CHEF Position: Q2 2026 in Review

Whipplewood Advisors sold out of Chefs' Warehouse (CHEF) in Q2 2026, closing a stake of 24 shares — an estimated $1.43K sold.

Whipplewood Advisors first reported a position in CHEF in Q4 2024 and held it in 4 quarters. The position peaked at $1.53K in Q2 2025. 286 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

Whipplewood Advisors reported no remaining Chefs' Warehouse position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 24 Chefs' Warehouse shares in Q2 2026, an estimated $1.43K.
Whipplewood Advisors first reported a position in Chefs' Warehouse in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Chefs' Warehouse position peaked at $1.53K in Q2 2025.
286 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.