Capital Advisors Ltd’s US Foods USFD Stock Holding History

Capital Advisors Ltd’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	$7K	Hold	64	–	–	﹤0.01%	925
2026 Q1	$6K	Hold	64	–	–	﹤0.01%	936
2025 Q4	$5K	Hold	64	–	–	﹤0.01%	954
2025 Q3	$5K	Hold	64	–	–	﹤0.01%	936
2025 Q2	$5K	Hold	64	–	–	﹤0.01%	938
2025 Q1	$4K	Hold	64	–	–	﹤0.01%	962
2024 Q4	$4K	Hold	64	–	–	﹤0.01%	984
2024 Q3	$4K	Sell	64 -19	-23%	-$1.06K	﹤0.01%	975
2024 Q2	$4K	Buy	83 +18	+28%	+$947	﹤0.01%	963
2024 Q1	$4K	Buy	65 +5	+8%	+$246	﹤0.01%	942
2023 Q4	$3K	Hold	60	–	–	﹤0.01%	971
2023 Q3	$2K	Hold	60	–	–	﹤0.01%	1047
2023 Q2	$3K	Hold	60	–	–	﹤0.01%	975
2023 Q1	$2K	Buy	60 +48	+400%	+$1.78K	﹤0.01%	949
2022 Q4	$0	Hold	12	–	–	﹤0.01%	1663
2022 Q3	$0	Sell	12 -12	-50%	-$372	﹤0.01%	1541
2022 Q2	$1K	Buy	24 +15	+167%	+$507	﹤0.01%	914
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1216
2021 Q4	$0	Buy	+9	New	+$313	﹤0.01%	944

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Advisors Ltd's USFD Position: Q2 2026 in Review

Capital Advisors Ltd held its US Foods (USFD) position steady in Q2 2026 at 64 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Capital Advisors Ltd first reported a position in USFD in Q4 2021 and has held it in 19 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Capital Advisors Ltd held 64 shares of US Foods worth $7K as of Q2 2026.
Capital Advisors Ltd left its US Foods share count unchanged in Q2 2026.
US Foods made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #925 holding.
Capital Advisors Ltd first reported a position in US Foods in Q4 2021 and has held it in 19 quarters since.
664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.