OneDigital Investment Advisors LLC
Position in PFGC — Performance Food Group Co
CIK 1690370
OVERLAND PARK, KS
Position in PFGC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$298,591
+$81,272 QoQ
Shares Held
2,671
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#335
of 528 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $2,673,310 across 3 Food Distribution names. PFGC ranks #3 (11.2% of the industry book) .
All Filings in PFGC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,591 | 2,671 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $217,319 | 2,537 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $230,015 | 2,558 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,872 | 2,815 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $361,338 | 4,131 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $319,866 | 4,068 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $345,809 | 4,090 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $321,473 | 4,102 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $268,009 | 4,054 | Shares | Sole | 2024-08-02 | |
| 2022-06-30 | $206,818 | 4,498 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $324,754 | 6,379 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $268,823 | 5,858 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $223,379 | 4,808 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||