Bank of Montreal’s US Foods USFD Stock Holding History

Bank of Montreal’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
2020 Q4	–	Sell	-900	Closed	-$21K	–	5125
2020 Q3	$21K	Buy	+900	New	+$20.3K	﹤0.01%	3821

Other funds holding USFD

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal's USFD Position: Q2 2026 in Review

Bank of Montreal reduced its US Foods (USFD) stake by 0.07% in Q2 2026, selling an estimated $175K and leaving 2,709,712 shares worth $277M. The position accounts for 0.09% of the portfolio, ranked #174.

Bank of Montreal first reported a position in USFD in Q3 2016 and has held it in 38 quarters since. 447 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Bank of Montreal held 2,709,712 shares of US Foods worth $277M as of Q2 2026.
Bank of Montreal sold 1,964 US Foods shares in Q2 2026, an estimated $175K.
US Foods made up 0.09% of Bank of Montreal's portfolio in Q2 2026, its #174 holding.
Bank of Montreal first reported a position in US Foods in Q3 2016 and has held it in 38 quarters since.
447 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.