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Beese Fulmer Investment Management’s US Foods USFD Stock Holding History

Beese Fulmer Investment 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 		– Sell
-2,976
Closed -$224K – 478
2025
Q4 		$224K Buy
+2,976
New +$223K 0.01% 360

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Fidelity Investments
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beese Fulmer Investment Management's USFD Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of US Foods (USFD) in Q1 2026, closing a stake of 2,976 shares — an estimated $224K sold.

Beese Fulmer Investment Management first reported a position in USFD in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 675 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,976 US Foods shares in Q1 2026, an estimated $224K.
  • Beese Fulmer Investment Management first reported a position in US Foods in Q4 2025 and held it in 1 quarter.
  • Beese Fulmer Investment Management's US Foods position peaked at $224K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.