Rothwell Investment Advisors, LLC’s US Foods USFD Stock Holding History

Rothwell Investment Advisors, 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	$77K	Buy	+835	New	+$84.4K	0.04%	333

Other funds holding USFD

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Rothwell Investment Advisors, LLC's USFD Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in US Foods (USFD) in Q3 2026: 835 shares worth $77K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings.

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

Rothwell Investment Advisors, LLC held 835 shares of US Foods worth $77K as of Q3 2026.
US Foods was a new Rothwell Investment Advisors, LLC position in Q3 2026.
US Foods made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #333 holding.
302 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.