Baker Avenue Asset Management’s US Foods USFD Stock Holding History

Baker Avenue Asset 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 Q2	$497K	Sell	4,863 -416	-8%	-$37.1K	0.01%	497
2026 Q1	$487K	Buy	5,279 +736	+16%	+$65.2K	0.01%	432
2025 Q4	$342K	Buy	4,543 +1,338	+42%	+$100K	0.01%	471
2025 Q3	$246K	Buy	+3,205	New	+$255K	0.01%	527
2023 Q4	–	Sell	-136	Closed	-$5.4K	–	1438
2023 Q3	$5.4K	Buy	136 +121	+807%	+$5.01K	﹤0.01%	922
2023 Q2	$660	Sell	15 -34	-69%	-$1.35K	﹤0.01%	1315
2023 Q1	$1.81K	Buy	49 +34	+227%	+$1.26K	﹤0.01%	1013
2022 Q4	$510	Buy	+15	New	+$480	﹤0.01%	1307

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

Baker Avenue Asset Management's USFD Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its US Foods (USFD) stake by 7.9% in Q2 2026, selling an estimated $37.1K and leaving 4,863 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #497.

Baker Avenue Asset Management first reported a position in USFD in Q4 2022 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Baker Avenue Asset Management held 4,863 shares of US Foods worth $497K as of Q2 2026.
Baker Avenue Asset Management sold 416 US Foods shares in Q2 2026, an estimated $37.1K.
US Foods made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #497 holding.
Baker Avenue Asset Management first reported a position in US Foods in Q4 2022 and has held it in 8 quarters since.
665 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.