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Creative Planning PFGC Position History
Performance Food Group Company • Consumer Defensive
Quarters held
8
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14K |
| Q3 2025 | $2M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.6M |
| Q2 2026 | $16K |
| Q2 2026 | $3.2M |
| Q3 2026 | $13K |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 80.8K | — | — |
| Q3 2026 | $13K | 140 | — | — |
| Q2 2026 | $3.2M | 29.0K | — | — |
| Q2 2026 | $16K | 140 | — | — |
| Q1 2026 | $1.6M | 18.8K | — | — |
| Q4 2025 | $1.7M | 18.6K | — | — |
| Q3 2025 | $2M | 19.4K | — | — |
| Q3 2025 | $14K | 131 | — | — |
Other funds holding PFGC
$1.5B
$1.3B
$1.2B
$1.2B
$699.9M
$654.3M
$595.1M
$582.8M