Position in PFGC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,010
+$15,642 QoQ
Shares Held
179
+251.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 524 holders
Holding Since
Sep 2021
10 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 Advisors, LLC holds $2,422,101 across 4 Food Distribution names. PFGC ranks #2 (0.8% of the industry book) .
All Filings in PFGC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,010 | 179 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,368 | 51 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $52,783 | 587 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,218 | 252 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,042 | 252 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $235 | 3 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,160 | 132 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,539 | 160 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,197 | 124 | Shares | Sole | 2024-08-12 | |
| 2021-09-30 | $24,205 | 521 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||