Position in PFGC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$499,253
+$151,303 QoQ
Shares Held
4,466
+9.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#292
of 524 holders
Holding Since
Jun 2025
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, 2026Compound Planning, Inc. holds $1,941,011 across 3 Food Distribution names. PFGC ranks #3 (25.7% of the industry book) .
All Filings in PFGC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,253 | 4,466 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $347,950 | 4,062 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $380,181 | 4,228 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $405,339 | 3,896 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $301,159 | 3,443 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||