This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PFGC/capital-change-brief"
Use Arkolith's capital_change_brief for PFGC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.2B | 14.1M | ▲+1.6% Added · +227K sh | Q1 2026 | |
| 2 | FMR LLC | $1.0B | 11.8M | ▲+6.9% Added · +757K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $641.2M | 7.6M | ▲+101% Added · +3.8M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $589.0M | 6.9M | ▲New +6.9M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $582.2M | 6.8M | ▲New +6.8M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $407.0M | 4.8M | ▲+1.7% Added · +80K sh | Q1 2026 | |
| 7 | LONE PINE CAPITAL LLC | $340.8M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 8 | EMINENCE CAPITAL, LP | $318.6M | 3.7M | ▲+40% Added · +1.1M sh | Q1 2026 | |
| 9 | Clearbridge Investments, LLC | $317.8M | 3.7M | ▼−4.5% Reduced · −177K sh | Q1 2026 | |
| 10 | STEADFAST CAPITAL MANAGEMENT LP | $290.9M | 3.4M | ▲+96% Added · +1.7M sh | Q1 2026 | |
| 11 | Sachem Head Capital Management LP | $287.0M | 3.4M | —Held | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $248.2M | 2.9M | ▲+3.3% Added · +93K sh | Q1 2026 | |
| 13 | PRIMECAP MANAGEMENT CO/CA/ | $231.9M | 2.7M | ▲+7.0% Added · +178K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $215.4M | 2.5M | ▲+33% Added · +620K sh | Q1 2026 | |
| 15 | NORGES BANK | $208.2M | 2.3M | ▲+24% Added · +441K sh | Q4 2025 | |
| 16 | Point72 Asset Management, L.P. | $196.5M | 2.3M | ▼−32% Reduced · −1.1M sh | Q1 2026 | |
| 17 | Nuveen, LLC | $192.6M | 2.2M | ▲+127% Added · +1.3M sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $170.5M | 2.0M | ▼−25% Reduced · −653K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $155.3M | 1.8M | ▲+16% Added · +253K sh | Q1 2026 | |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $141.5M | 1.7M | ▲+12% Added · +175K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $125.7M | 1.5M | ▲+4.6% Added · +65K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $109.4M | 1.3M | ▼−20% Reduced · −313K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $100.9M | 1.2M | ▲+2.8% Added · +32K sh | Q1 2026 | |
| 24 | Junto Capital Management LP | $89.0M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $83.7M | 978K | ▼−30% Reduced · −423K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2026 | HOLM GEORGE L | See Remarks, Director | Option exercise (M) | 33K | $0 |
| Jul 16, 2026 | HOLM GEORGE L | See Remarks, Director | Sell (S) | 300 | $34K |
| Jul 16, 2026 | HOLM GEORGE L | See Remarks, Director | Sell (S) | 31K | $3.5M |
| Jul 16, 2026 | HOLM GEORGE L | See Remarks, Director | Sell (S) | 1K | $157K |
| Jul 16, 2026 | HOLM GEORGE L | See Remarks, Director | Option exercise (M) | 33K | $877K |
| Jul 1, 2026 | HOLM GEORGE L | See Remarks, Director | Option exercise (M) | 33K | $877K |
| Jul 1, 2026 | HOLM GEORGE L | See Remarks, Director | Sell (S) | 2K | $200K |
| Jul 1, 2026 | HOLM GEORGE L | See Remarks, Director | Sell (S) | 12K | $1.4M |
| Jul 1, 2026 | HOLM GEORGE L | See Remarks, Director | Sell (S) | 19K | $2.1M |
| Jul 1, 2026 | HOLM GEORGE L | See Remarks, Director | Option exercise (M) | 33K | $0 |
| Jun 26, 2026 | DAVIS ERIKA T | See Remarks | Sell (S) | 3K | $285K |
| Jun 18, 2026 | HOLM GEORGE L | See Remarks, Director | Option exercise (M) | 33K | $877K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 156 funds | $46.4B |
| MICROSOFT CORPMSFT | 154 funds | $56.7B |
| ALPHABET INC-CL AGOOGL | 154 funds | $37.4B |
| META PLATFORMS INC-CLASS AMETA | 154 funds | $27.0B |
| NVIDIA CORPNVDA | 153 funds | $83.8B |
| VISA INC-CLASS A SHARESV | 153 funds | $12.3B |
| BROADCOM INCAVGO | 152 funds | $30.4B |
| ELI LILLY & COLLY | 149 funds | $15.0B |
| APPLE INCAAPL | 148 funds | $68.8B |
| MASTERCARD INC - AMA | 148 funds | $8.7B |
| NETFLIX INCNFLX | 148 funds | $8.6B |
| COSTCO WHOLESALE CORPCOST | 147 funds | $10.3B |
Ranked by how many of PFGC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFGC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.