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Burgundy Asset Management’s US Foods USFD Stock Holding History

Burgundy Asset 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
2025
Q3 		$231M Buy
2,971,782
+765,042
+35% +$60.8M 2.18% 9
2025
Q2 		$170M Buy
2,206,740
+522,586
+31% +$37.3M 1.65% 20
2025
Q1 		$110M Buy
+1,684,154
New +$115M 1.14% 39

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Burgundy Asset Management's USFD Position: Q3 2025 in Review

Burgundy Asset Management increased its US Foods (USFD) stake by 35% in Q3 2025, buying an estimated $60.8M and bringing the position to 2,971,782 shares worth $231M. The position accounts for 2.18% of the portfolio, ranked #9.

Burgundy Asset Management first reported a position in USFD in Q1 2025 and has held it in 3 quarters since. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Burgundy Asset Management held 2,971,782 shares of US Foods worth $231M as of Q3 2025.
  • Burgundy Asset Management bought 765,042 US Foods shares in Q3 2025, an estimated $60.8M.
  • US Foods made up 2.18% of Burgundy Asset Management's portfolio in Q3 2025, its #9 holding.
  • Burgundy Asset Management first reported a position in US Foods in Q1 2025 and has held it in 3 quarters since.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.