Atalan Capital Partners’s US Foods USFD Stock Holding History

Atalan Capital Partners’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	$111M	Buy	1,088,500 +37,500	+4%	+$3.35M	6.83%	6
2026 Q1	$96.9M	Sell	1,051,000 -139,000	-12%	-$12.3M	8.93%	6
2025 Q4	$89.6M	Sell	1,190,000 -483,000	-29%	-$36.3M	6.38%	10
2025 Q3	$128M	Sell	1,673,000 -352,000	-17%	-$28M	8.95%	8
2025 Q2	$156M	Sell	2,025,000 -155,000	-7%	-$11.1M	11.98%	3
2025 Q1	$143M	Sell	2,180,000 -200,000	-8%	-$13.7M	13.56%	3
2024 Q4	$161M	Sell	2,380,000 -472,698	-17%	-$31M	15.97%	2
2024 Q3	$175M	Sell	2,852,698 -300,000	-10%	-$16.8M	15.08%	2
2024 Q2	$167M	Sell	3,152,698 -447,302	-12%	-$23.5M	15.57%	2
2024 Q1	$194M	Sell	3,600,000 -200,000	-5%	-$9.86M	16.06%	1
2023 Q4	$173M	Buy	3,800,000 +25,000	+0.7%	+$1.03M	15.2%	2
2023 Q3	$150M	Buy	3,775,000 +99,600	+3%	+$4.13M	14.04%	2
2023 Q2	$162M	Hold	3,675,400	–	–	12.7%	4
2023 Q1	$136M	Buy	3,675,400 +75,400	+2%	+$2.79M	11.41%	5
2022 Q4	$122M	Hold	3,600,000	–	–	11.61%	6
2022 Q3	$95.2M	Buy	+3,600,000	New	+$112M	10.47%	6

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Atalan Capital Partners's USFD Position: Q2 2026 in Review

Atalan Capital Partners increased its US Foods (USFD) stake by 3.6% in Q2 2026, buying an estimated $3.35M and bringing the position to 1,088,500 shares worth $111M. The position accounts for 6.83% of the portfolio, ranked #6.

Atalan Capital Partners first reported a position in USFD in Q3 2022 and has held it in 16 quarters since. The position peaked at $194M in Q1 2024. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Atalan Capital Partners held 1,088,500 shares of US Foods worth $111M as of Q2 2026.
Atalan Capital Partners bought 37,500 US Foods shares in Q2 2026, an estimated $3.35M.
US Foods made up 6.83% of Atalan Capital Partners's portfolio in Q2 2026, its #6 holding.
Atalan Capital Partners first reported a position in US Foods in Q3 2022 and has held it in 16 quarters since.
Atalan Capital Partners's US Foods position peaked at $194M in Q1 2024.
667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Atalan Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.