Position in CHEF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$352,879
+$135,946 QoQ
Shares Held
3,672
+0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 284 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHEF Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $1,128,859 across 3 Food Distribution names. CHEF ranks #3 (31.3% of the industry book) .
All Filings in CHEF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,879 | 3,672 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $216,933 | 3,649 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $226,382 | 3,632 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $299,291 | 5,131 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $321,538 | 5,039 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $272,463 | 5,003 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $514,407 | 10,430 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $439,844 | 10,470 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $740,352 | 18,930 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $882,373 | 23,430 | Shares | Sole | 2024-05-08 | |
| 2020-09-30 | $273,962 | 18,842 | Shares | Sole | 2020-10-06 | |
| No filing history on record for this holder in this stock. | ||||||