Back to CHEF
Pinnacle Wealth Planning Services, Inc. → CHEF
Pinnacle Wealth Planning Services, Inc. CHEF Position History
The Chefs' Warehouse, Inc. • Consumer Defensive
Quarters held
4
Latest value
$162K
Q3 2026
Peak value
$203K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $133K |
| Q1 2026 | $129K |
| Q2 2026 | $203K |
| Q3 2026 | $162K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $162K | 1.4K | — | — |
| Q2 2026 | $203K | 2.1K | — | — |
| Q1 2026 | $129K | 2.2K | — | — |
| Q4 2025 | $133K | 2.1K | — | — |
Other funds holding CHEF
$154.2M
$144.8M
$144.8M
$113.5M
$88.7M
$86.4M
$83.9M
$63.6M