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 Q3	$10.9K	Buy	118 +5	+4%	+$505	0.01%	426
2026 Q2	$11.6K	Sell	113 -33	-23%	-$2.94K	0.01%	397
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

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

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 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

Addison Advisors's USFD Position: Q3 2026 in Review

Addison Advisors increased its US Foods (USFD) stake by 4.4% in Q3 2026, buying an estimated $505 and bringing the position to 118 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #426.

Addison Advisors first reported a position in USFD in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.5K in Q1 2026. 327 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Addison Advisors held 118 shares of US Foods worth $10.9K as of Q3 2026.
Addison Advisors bought 5 US Foods shares in Q3 2026, an estimated $505.
US Foods made up 0.01% of Addison Advisors's portfolio in Q3 2026, its #426 holding.
Addison Advisors first reported a position in US Foods in Q3 2024 and has held it in 9 quarters since.
Addison Advisors's US Foods position peaked at $13.5K in Q1 2026.
327 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

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