Superior Planning, LLC’s US Foods USFD Stock Holding History

Superior Planning, LLC’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.16K	Buy	+56	New	+$5.66K	﹤0.01%	1190

Other funds holding USFD

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Superior Planning, LLC's USFD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in US Foods (USFD) in Q3 2026: 56 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings.

448 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Superior Planning, LLC held 56 shares of US Foods worth $5.16K as of Q3 2026.
US Foods was a new Superior Planning, LLC position in Q3 2026.
US Foods made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1190 holding.
448 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.