Argent Capital Management’s US Foods USFD Stock Holding History

Argent Capital Management’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	$26.4M	Sell	285,974 -5,335	-2%	-$539K	0.84%	33
2026 Q2	$29.8M	Sell	291,309 -115,017	-28%	-$10.3M	0.94%	30
2026 Q1	$37.5M	Buy	406,326 +355,432	+698%	+$31.5M	1.18%	25
2025 Q4	$3.83M	Sell	50,894 -600	-1%	-$45.1K	0.11%	79
2025 Q3	$3.95M	Buy	+51,494	New	+$4.09M	0.11%	76

Other funds holding USFD

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Argent Capital Management's USFD Position: Q3 2026 in Review

Argent Capital Management reduced its US Foods (USFD) stake by 1.8% in Q3 2026, selling an estimated $539K and leaving 285,974 shares worth $26.4M. The position accounts for 0.84% of the portfolio, ranked #33.

Argent Capital Management first reported a position in USFD in Q3 2025 and has held it in 5 quarters since. The position peaked at $37.5M in Q1 2026. 40 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Argent Capital Management held 285,974 shares of US Foods worth $26.4M as of Q3 2026.
Argent Capital Management sold 5,335 US Foods shares in Q3 2026, an estimated $539K.
US Foods made up 0.84% of Argent Capital Management's portfolio in Q3 2026, its #33 holding.
Argent Capital Management first reported a position in US Foods in Q3 2025 and has held it in 5 quarters since.
Argent Capital Management's US Foods position peaked at $37.5M in Q1 2026.
40 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Argent Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.