Aaron Cowen’s US Foods USFD Stock Holding History

Aaron Cowen’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 Q2	$708K	Sell	6,920 -389,050	-98%	-$34.7M	0.01%	88
2026 Q1	$36.5M	Buy	+395,970	New	+$35.1M	0.93%	38
2019 Q2	–	Sell	-791,981	Closed	-$27.6M	–	62
2019 Q1	$27.6M	Buy	+791,981	New	+$27.2M	0.8%	31
2017 Q2	–	Sell	-2,112,960	Closed	-$59.1M	–	37
2017 Q1	$59.1M	Buy	2,112,960 +452,060	+27%	+$12.3M	1.84%	17
2016 Q4	$45.6M	Buy	1,660,900 +535,000	+48%	+$12.8M	1.18%	28
2016 Q3	$26.6M	Buy	+1,125,900	New	+$27.3M	0.85%	24

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aaron Cowen's USFD Position: Q2 2026 in Review

Aaron Cowen reduced its US Foods (USFD) stake by 98% in Q2 2026, selling an estimated $34.7M and leaving 6,920 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #88.

Aaron Cowen first reported a position in USFD in Q3 2016 and has held it in 6 quarters since. The position peaked at $59.1M in Q1 2017. 663 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Aaron Cowen held 6,920 shares of US Foods worth $708K as of Q2 2026.
Aaron Cowen sold 389,050 US Foods shares in Q2 2026, an estimated $34.7M.
US Foods made up 0.01% of Aaron Cowen's portfolio in Q2 2026, its #88 holding.
Aaron Cowen first reported a position in US Foods in Q3 2016 and has held it in 6 quarters since.
Aaron Cowen's US Foods position peaked at $59.1M in Q1 2017.
663 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.