Boston Partners
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Boston Partners’s US Foods USFD Stock Holding History

Boston 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 		$1.9B Buy
18,606,610
+2,212,173
+13% +$197M 1.69% 3
2026
Q1 		$1.51B Buy
16,394,437
+190,557
+1% +$16.9M 1.58% 2
2025
Q4 		$1.22B Buy
16,203,880
+73,656
+0.5% +$5.53M 1.27% 4
2025
Q3 		$1.24B Buy
16,130,224
+908,993
+6% +$72.3M 1.27% 3
2025
Q2 		$1.17B Sell
15,221,231
-1,236,120
-8% -$88.2M 1.3% 5
2025
Q1 		$1.08B Buy
16,457,351
+3,713,345
+29% +$254M 1.3% 7
2024
Q4 		$860M Buy
12,744,006
+77,012
+0.6% +$5.05M 1.05% 13
2024
Q3 		$779M Sell
12,666,994
-2,502,032
-16% -$140M 0.92% 14
2024
Q2 		$803M Sell
15,169,026
-1,358,875
-8% -$71.5M 1% 10
2024
Q1 		$891M Buy
16,527,901
+566,277
+4% +$27.9M 1.06% 6
2023
Q4 		$725M Sell
15,961,624
-2,351,860
-13% -$97.3M 0.96% 10
2023
Q3 		$727M Buy
18,313,484
+257,503
+1% +$10.7M 1.01% 12
2023
Q2 		$794M Buy
18,055,981
+2,435,092
+16% +$96.6M 1.07% 11
2023
Q1 		$578M Buy
15,620,889
+692,323
+5% +$25.7M 0.79% 29
2022
Q4 		$510M Buy
14,928,566
+1,804,364
+14% +$57.7M 0.69% 41
2022
Q3 		$348M Sell
13,124,202
-315,282
-2% -$9.79M 0.51% 66
2022
Q2 		$413M Sell
13,439,484
-1,024,329
-7% -$34.6M 0.58% 52
2022
Q1 		$544M Buy
14,463,813
+1,845,762
+15% +$67.3M 0.66% 44
2021
Q4 		$440M Buy
12,618,051
+1,266,175
+11% +$44.1M 0.53% 63
2021
Q3 		$394M Buy
11,351,876
+3,621,241
+47% +$124M 0.5% 64
2021
Q2 		$296M Buy
7,730,635
+2,992,960
+63% +$116M 0.38% 89
2021
Q1 		$181M Buy
4,737,675
+2,507,260
+112% +$90.6M 0.24% 137
2020
Q4 		$74.3M Buy
+2,230,415
New +$63.6M 0.12% 206

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners's USFD Position: Q2 2026 in Review

Boston Partners increased its US Foods (USFD) stake by 13% in Q2 2026, buying an estimated $197M and bringing the position to 18,606,610 shares worth $1.9B. The position accounts for 1.69% of the portfolio, ranked #3.

Boston Partners first reported a position in USFD in Q4 2020 and has held it in 23 quarters since. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Boston Partners held 18,606,610 shares of US Foods worth $1.9B as of Q2 2026.
  • Boston Partners bought 2,212,173 US Foods shares in Q2 2026, an estimated $197M.
  • US Foods made up 1.69% of Boston Partners's portfolio in Q2 2026, its #3 holding.
  • Boston Partners first reported a position in US Foods in Q4 2020 and has held it in 23 quarters since.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.