Position in PFGC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,612,806
-$61,324 QoQ
Shares Held
18,828
+1.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.28149564478436373.ToString("F0")%
Shared 0.ToString("F0")%
None 99.71850435521563.ToString("F0")%
Common Shares in PFGC 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. PFGC ranks #3 (5.3% 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
This page
|
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.
|
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 PFGC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,612,806 | 18,828 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,674,130 | 18,618 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,031,068 | 19,522 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,525,913 | 17,445 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,313,042 | 16,699 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,128,065 | 13,342 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $915,674 | 11,684 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $763,172 | 11,544 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $425,074 | 5,695 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $394,638 | 5,707 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $253,332 | 4,304 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $213,671 | 3,547 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $244,920 | 4,059 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $222,173 | 3,805 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||