B. Metzler seel. Sohn & Co’s US Foods USFD Stock Holding History

B. Metzler seel. Sohn & Co’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 Q1	$27.8M	Buy	301,904 +16,889	+6%	+$1.5M	0.26%	56
2025 Q4	$21.5M	Buy	285,015 +256,013	+883%	+$19.2M	0.19%	73
2025 Q3	$2.22M	Hold	29,002	–	–	0.02%	368
2025 Q2	$2.23M	Sell	29,002 -50,354	-63%	-$3.59M	0.02%	358
2025 Q1	$5.19M	Sell	79,356 -32,332	-29%	-$2.21M	0.05%	175
2024 Q4	$7.53M	Buy	111,688 +22,236	+25%	+$1.46M	0.08%	119
2024 Q3	$5.5M	Sell	89,452 -5,076	-5%	-$284K	0.05%	180
2024 Q2	$5.01M	Sell	94,528 -7,125	-7%	-$375K	0.05%	176
2024 Q1	$5.49M	Sell	101,653 -17,850	-15%	-$880K	0.06%	172
2023 Q4	$5.43M	Hold	119,503	–	–	0.07%	168
2023 Q3	$4.74M	Sell	119,503 -91,173	-43%	-$3.78M	0.07%	169
2023 Q2	$9.27M	Buy	+210,676	New	+$8.36M	0.13%	112
2022 Q2	–	Sell	-62,388	Closed	-$2.35M	–	772
2022 Q1	$2.35M	Hold	62,388	–	–	0.03%	306
2021 Q4	$2.17M	Buy	62,388 +4,195	+7%	+$146K	0.03%	311
2021 Q3	$2.02M	Buy	+58,193	New	+$2M	0.03%	312

Other funds holding USFD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return