Advisors Asset Management’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.44M Sell
15,653
-3,378
-18% -$299K 0.02% 694
2025
Q4
$1.43M Buy
19,031
+251
+1% +$18.8K 0.02% 696
2025
Q3
$1.44M Sell
18,780
-3,437
-15% -$273K 0.02% 692
2025
Q2
$1.71M Buy
22,217
+703
+3% +$50.2K 0.03% 615
2025
Q1
$1.41M Buy
21,514
+3,618
+20% +$247K 0.03% 660
2024
Q4
$1.21M Buy
17,896
+3,953
+28% +$259K 0.02% 697
2024
Q3
$857K Buy
13,943
+3,183
+30% +$178K 0.02% 775
2024
Q2
$570K Buy
10,760
+638
+6% +$33.6K 0.01% 859
2024
Q1
$546K Buy
10,122
+3,622
+56% +$178K 0.01% 884
2023
Q4
$295K Buy
6,500
+422
+7% +$17.5K 0.01% 1045
2023
Q3
$241K Buy
+6,078
New +$252K 0.01% 1069
2023
Q1
Sell
-14,974
Closed -$509K 1492
2022
Q4
$509K Sell
14,974
-582
-4% -$18.6K 0.01% 918
2022
Q3
$411K Sell
15,556
-8,252
-35% -$256K 0.01% 972
2022
Q2
$730K Sell
23,808
-815
-3% -$27.6K 0.01% 840
2022
Q1
$927K Sell
24,623
-3,959
-14% -$144K 0.01% 832
2021
Q4
$996K Sell
28,582
-518
-2% -$18K 0.01% 829
2021
Q3
$1.01M Sell
29,100
-3,850
-12% -$132K 0.02% 816
2021
Q2
$1.26M Buy
32,950
+5,936
+22% +$230K 0.02% 748
2021
Q1
$1.03M Buy
27,014
+10,632
+65% +$384K 0.02% 814
2020
Q4
$546K Buy
16,382
+1,820
+12% +$51.9K 0.01% 940
2020
Q3
$324K Buy
14,562
+6,319
+77% +$142K 0.01% 1047
2020
Q2
$163K Buy
8,243
+2,111
+34% +$40.4K ﹤0.01% 1212
2020
Q1
$109K Buy
6,132
+2,513
+69% +$84.2K ﹤0.01% 1214
2019
Q4
$152K Buy
3,619
+1,094
+43% +$43.9K ﹤0.01% 1260
2019
Q3
$104K Buy
+2,525
New +$97.5K ﹤0.01% 1295

Other funds holding USFD

Advisors Asset Management's USFD Position: Q1 2026 in Review

Advisors Asset Management reduced its US Foods (USFD) stake by 18% in Q1 2026, selling an estimated $299K and leaving 15,653 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #694.

Advisors Asset Management first reported a position in USFD in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.71M in Q2 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Advisors Asset Management held 15,653 shares of US Foods worth $1.44M as of Q1 2026.
  • Advisors Asset Management sold 3,378 US Foods shares in Q1 2026, an estimated $299K.
  • US Foods made up 0.02% of Advisors Asset Management's portfolio in Q1 2026, its #694 holding.
  • Advisors Asset Management first reported a position in US Foods in Q3 2019 and has held it in 25 quarters since.
  • Advisors Asset Management's US Foods position peaked at $1.71M in Q2 2025.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.