Position in PFGC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,526
+$3,162 QoQ
Shares Held
121
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#433
of 524 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Clearstead Trust, LLC holds $356,455 across 3 Food Distribution names. PFGC ranks #3 (3.8% of the industry book) .
All Filings in PFGC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,526 | 121 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,364 | 121 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,398 | 149 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,733 | 132 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,546 | 132 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,504 | 70 | Shares | Sole | 2025-05-09 | |
| 2023-09-30 | $9,535 | 162 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||