Position in CHEF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$690,868
+$244,336 QoQ
Shares Held
11,621
+62.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.783065140693572.ToString("F0")%
Shared 0.ToString("F0")%
None 99.21693485930643.ToString("F0")%
Common Shares in CHEF Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $30,263,644 across 8 Food Distribution names. CHEF ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
285,090 | $20,335,469 | |
| 2 | USFD |
US Foods Holding Corp.
|
52,219 | $4,815,113 | |
| 3 | PFGC |
Performance Food Group Co
|
18,828 | $1,612,806 | |
| 4 | ANDE |
Andersons, Inc.
|
14,618 | $1,049,280 | |
| 5 | UNFI |
United Natural Foods Inc
|
19,945 | $898,721 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
This page
|
11,621 | $690,868 | |
| 7 | CVGW |
Calavo Growers Inc
|
19,591 | $505,251 | |
| 8 | AVO |
Mission Produce, Inc.
|
25,882 | $356,136 |
All Filings in CHEF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $690,868 | 11,621 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $446,532 | 7,164 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $346,013 | 5,932 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $272,084 | 4,264 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $284,934 | 5,232 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||