AT
USFD icon

Avalon Trust’s US Foods USFD Stock Holding History

Avalon Trust’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 		$24.1M Sell
236,090
-1,200
-0.5% -$107K 1.49% 17
2026
Q1 		$21.9M Buy
237,290
+94,359
+66% +$8.36M 1.51% 19
2025
Q4 		$10.8M Buy
142,931
+1,256
+0.9% +$94.3K 0.7% 34
2025
Q3 		$10.9M Buy
141,675
+1,250
+0.9% +$99.4K 0.7% 37
2025
Q2 		$10.8M Buy
140,425
+1,125
+0.8% +$80.3K 0.79% 36
2025
Q1 		$9.12M Buy
139,300
+139,150
+92,767% +$9.51M 0.73% 38
2024
Q4 		$10.1K Hold
150
– – ﹤0.01% 316
2024
Q3 		$9.22K Hold
150
– – ﹤0.01% 288
2024
Q2 		$7.95K Sell
150
-196
-57% -$10.3K ﹤0.01% 288
2024
Q1 		$18.7K Hold
346
– – ﹤0.01% 274
2023
Q4 		$15.7K Hold
346
– – ﹤0.01% 282
2023
Q3 		$13.7K Buy
+346
New +$14.3K ﹤0.01% 250

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

Avalon Trust's USFD Position: Q2 2026 in Review

Avalon Trust reduced its US Foods (USFD) stake by 0.51% in Q2 2026, selling an estimated $107K and leaving 236,090 shares worth $24.1M. The position accounts for 1.49% of the portfolio, ranked #17.

Avalon Trust first reported a position in USFD in Q3 2023 and has held it in 12 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Avalon Trust held 236,090 shares of US Foods worth $24.1M as of Q2 2026.
  • Avalon Trust sold 1,200 US Foods shares in Q2 2026, an estimated $107K.
  • US Foods made up 1.49% of Avalon Trust's portfolio in Q2 2026, its #17 holding.
  • Avalon Trust first reported a position in US Foods in Q3 2023 and has held it in 12 quarters since.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.