Beaird Harris Wealth Management’s US Foods USFD Stock Holding History

Beaird Harris 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 Q2	$7.46K	Hold	73	–	–	﹤0.01%	416
2026 Q1	$6.73K	Hold	73	–	–	﹤0.01%	390
2025 Q4	$5.5K	Hold	73	–	–	﹤0.01%	431
2025 Q3	$5.59K	Buy	73 +13	+22%	+$1.03K	﹤0.01%	416
2025 Q2	$4.62K	Buy	60 +34	+131%	+$2.43K	﹤0.01%	429
2025 Q1	$1.7K	Hold	26	–	–	﹤0.01%	455
2024 Q4	$1.75K	Hold	26	–	–	﹤0.01%	451
2024 Q3	$1.6K	Sell	26 -1	-4%	-$56	﹤0.01%	456
2024 Q2	$1.42K	Buy	27 +1	+4%	+$53	﹤0.01%	567
2024 Q1	$1.4K	Hold	26	–	–	﹤0.01%	509
2023 Q4	$1.18K	Buy	+26	New	+$1.07K	﹤0.01%	509
2022 Q1	–	Sell	-173	Closed	-$6K	–	727
2021 Q4	$6K	Buy	+173	New	+$6.02K	﹤0.01%	459

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Beaird Harris Wealth Management's USFD Position: Q2 2026 in Review

Beaird Harris Wealth Management held its US Foods (USFD) position steady in Q2 2026 at 73 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Beaird Harris Wealth Management first reported a position in USFD in Q4 2021 and has held it in 12 quarters since. 96 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Beaird Harris Wealth Management held 73 shares of US Foods worth $7.46K as of Q2 2026.
Beaird Harris Wealth Management left its US Foods share count unchanged in Q2 2026.
US Foods made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #416 holding.
Beaird Harris Wealth Management first reported a position in US Foods in Q4 2021 and has held it in 12 quarters since.
96 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.