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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Addison Advisors's USFD Position: Q2 2026 in Review

Addison Advisors reduced its US Foods (USFD) stake by 23% in Q2 2026, selling an estimated $2.94K and leaving 113 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #397.

Addison Advisors first reported a position in USFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.5K in Q1 2026. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Addison Advisors held 113 shares of US Foods worth $11.6K as of Q2 2026.
  • Addison Advisors sold 33 US Foods shares in Q2 2026, an estimated $2.94K.
  • US Foods made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #397 holding.
  • Addison Advisors first reported a position in US Foods in Q3 2024 and has held it in 8 quarters since.
  • Addison Advisors's US Foods position peaked at $13.5K in Q1 2026.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.