American Capital Advisory’s US Foods USFD Stock Holding History

American Capital Advisory’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	$1.66K	Buy	18 +6	+50%	+$607	﹤0.01%	687
2026 Q2	$1.23K	Buy	12 +9	+300%	+$803	﹤0.01%	746
2026 Q1	$277	Buy	3 +1	+50%	+$89	﹤0.01%	985
2025 Q4	$151	Sell	2 -3	-60%	-$225	﹤0.01%	950
2025 Q3	$384	Buy	5 +1	+25%	+$80	﹤0.01%	754
2025 Q2	$309	Hold	4	–	–	﹤0.01%	734
2025 Q1	$262	Buy	+4	New	+$273	﹤0.01%	663

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

American Capital Advisory's USFD Position: Q3 2026 in Review

American Capital Advisory increased its US Foods (USFD) stake by 50% in Q3 2026, buying an estimated $607 and bringing the position to 18 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

American Capital Advisory first reported a position in USFD in Q1 2025 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

American Capital Advisory held 18 shares of US Foods worth $1.66K as of Q3 2026.
American Capital Advisory bought 6 US Foods shares in Q3 2026, an estimated $607.
US Foods made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #687 holding.
American Capital Advisory first reported a position in US Foods in Q1 2025 and has held it in 7 quarters since.
327 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.