CPA
USFD icon

Capital Performance Advisors’s US Foods USFD Stock Holding History

Capital Performance Advisors’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 		– Sell
-2,442
Closed -$225K – 482
2026
Q1 		$225K Buy
+2,442
New +$216K 0.02% 403
2024
Q4 		– Sell
-553
Closed -$34K – 2564
2024
Q3 		$34K Buy
+553
New +$30.9K 0.01% 453

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 Performance Advisors's USFD Position: Q2 2026 in Review

Capital Performance Advisors sold out of US Foods (USFD) in Q2 2026, closing a stake of 2,442 shares — an estimated $225K sold.

Capital Performance Advisors first reported a position in USFD in Q3 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2026. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Capital Performance Advisors reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,442 US Foods shares in Q2 2026, an estimated $225K.
  • Capital Performance Advisors first reported a position in US Foods in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's US Foods position peaked at $225K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.