Ballentine Partners’s US Foods USFD Stock Holding History

Ballentine 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	$729K	Buy	7,131 +1,203	+20%	+$107K	0.01%	441
2026 Q1	$547K	Buy	5,928 +220	+4%	+$19.5K	0.01%	497
2025 Q4	$430K	Sell	5,708 -313	-5%	-$23.5K	0.01%	567
2025 Q3	$461K	Buy	6,021 +1,244	+26%	+$98.9K	0.01%	535
2025 Q2	$368K	Buy	+4,777	New	+$341K	0.01%	604

Other funds holding USFD

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Ballentine Partners's USFD Position: Q2 2026 in Review

Ballentine Partners increased its US Foods (USFD) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 7,131 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #441.

Ballentine Partners first reported a position in USFD in Q2 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Ballentine Partners held 7,131 shares of US Foods worth $729K as of Q2 2026.
Ballentine Partners bought 1,203 US Foods shares in Q2 2026, an estimated $107K.
US Foods made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #441 holding.
Ballentine Partners first reported a position in US Foods in Q2 2025 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.