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Addison Advisors’s US Foods USFD Stock Holding History

Addison Advisors’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
Q1 		$13.5K Buy
146
+42
+40% +$3.72K ﹤0.01% 606
2025
Q4 		$7.83K Buy
104
+47
+82% +$3.53K ﹤0.01% 651
2025
Q3 		$4.37K Buy
57
+20
+54% +$1.59K ﹤0.01% 717
2025
Q2 		$2.85K Hold
37
– – ﹤0.01% 749
2025
Q1 		$2.42K Hold
37
– – ﹤0.01% 730
2024
Q4 		$2.5K Hold
37
– – ﹤0.01% 726
2024
Q3 		$2.28K Buy
+37
New +$2.07K ﹤0.01% 731

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Addison Advisors's USFD Position: Q1 2026 in Review

Addison Advisors increased its US Foods (USFD) stake by 40% in Q1 2026, buying an estimated $3.72K and bringing the position to 146 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Addison Advisors first reported a position in USFD in Q3 2024 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Addison Advisors held 146 shares of US Foods worth $13.5K as of Q1 2026.
  • Addison Advisors bought 42 US Foods shares in Q1 2026, an estimated $3.72K.
  • US Foods made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #606 holding.
  • Addison Advisors first reported a position in US Foods in Q3 2024 and has held it in 7 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.