Pinnacle Wealth Planning Services, Inc.
Position in PFGC — Performance Food Group Co
CIK 1726752
MANSFIELD, OH
Position in PFGC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$34,878
+$8,495 QoQ
Shares Held
312
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 524 holders
Holding Since
Dec 2020
5 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, 2026Pinnacle Wealth Planning Services, Inc. holds $854,539 across 7 Food Distribution names. PFGC ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USFD |
US Foods Holding Corp.
|
3,561 | $364,112 | |
| 2 | CHEF |
Chefs' Warehouse, Inc.
|
2,110 | $202,771 | |
| 3 | ANDE |
Andersons, Inc.
|
1,562 | $106,840 | |
| 4 | SYY |
Sysco Corp
|
1,088 | $90,935 | |
| 5 | UNFI |
United Natural Foods Inc
|
1,192 | $54,438 | |
| 6 | PFGC |
Performance Food Group Co
This page
|
312 | $34,878 | |
| 7 | AVO |
Mission Produce, Inc.
|
48 | $565 |
All Filings in PFGC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,878 | 312 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $26,383 | 308 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,692 | 219 | Shares | Sole | 2026-02-13 | |
| 2022-03-31 | $283,110 | 5,561 | Shares | Sole | 2022-04-20 | |
| 2020-12-31 | $79,699 | 1,674 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||