Position in CHEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,615,824
+$924,956 QoQ
Shares Held
16,814
+44.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 287 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CHEF Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $42,062,912 across 7 Food Distribution names. CHEF ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
357,732 | $29,899,239 | |
| 2 | USFD |
US Foods Holding Corp.
|
49,491 | $5,060,454 | |
| 3 | PFGC |
Performance Food Group Co
|
29,092 | $3,252,194 | |
| 4 | CHEF |
Chefs' Warehouse, Inc.
This page
|
16,814 | $1,615,824 | |
| 5 | UNFI |
United Natural Foods Inc
|
24,054 | $1,098,546 | |
| 6 | ANDE |
Andersons, Inc.
|
12,850 | $878,939 | |
| 7 | AVO |
Mission Produce, Inc.
|
21,859 | $257,716 |
All Filings in CHEF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,824 | 16,814 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||