Bartlett & Co Wealth Management’s US Foods USFD Stock Holding History

Bartlett & Co Wealth 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 Q1	$8.83K	Hold	97	–	–	﹤0.01%	940
2025 Q4	$7.31K	Hold	97	–	–	﹤0.01%	963
2025 Q3	$7.43K	Hold	97	–	–	﹤0.01%	955
2025 Q2	$7.47K	Hold	97	–	–	﹤0.01%	946
2025 Q1	$6.35K	Hold	97	–	–	﹤0.01%	960
2024 Q4	$6.54K	Hold	97	–	–	﹤0.01%	946
2024 Q3	$5.97K	Hold	97	–	–	﹤0.01%	961
2024 Q2	$5.14K	Hold	97	–	–	﹤0.01%	982
2024 Q1	$5.24K	Hold	97	–	–	﹤0.01%	971
2023 Q4	$4.42K	Hold	97	–	–	﹤0.01%	1091
2023 Q3	$3.85K	Hold	97	–	–	﹤0.01%	1022
2023 Q2	$4.27K	Hold	97	–	–	﹤0.01%	1004
2023 Q1	$3.58K	Hold	97	–	–	﹤0.01%	940
2022 Q4	$3.3K	Hold	97	–	–	﹤0.01%	973
2022 Q3	$2.56K	Hold	97	–	–	﹤0.01%	1022
2022 Q2	$2.98K	Hold	97	–	–	﹤0.01%	1124
2022 Q1	$3.65K	Buy	+97	New	+$3.54K	﹤0.01%	949
2021 Q4	–	Sell	-97	Closed	-$3.36K	–	863
2021 Q3	$3.36K	Sell	97 -48	-33%	-$1.65K	﹤0.01%	813
2021 Q2	$5.56K	Hold	145	–	–	﹤0.01%	747
2021 Q1	$5.53K	Hold	145	–	–	﹤0.01%	782
2020 Q4	$4.83K	Buy	+145	New	+$4.14K	﹤0.01%	793

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.02T AUM 30.18% 1-Year Est. Return

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

Bartlett & Co Wealth Management's USFD Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its US Foods (USFD) position steady in Q1 2026 at 97 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Bartlett & Co Wealth Management first reported a position in USFD in Q4 2020 and has held it in 21 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Bartlett & Co Wealth Management held 97 shares of US Foods worth $8.83K as of Q1 2026.
Bartlett & Co Wealth Management left its US Foods share count unchanged in Q1 2026.
US Foods made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #940 holding.
Bartlett & Co Wealth Management first reported a position in US Foods in Q4 2020 and has held it in 21 quarters since.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.