Capstone Investment Advisors’s US Foods USFD Stock Holding History

Capstone Investment 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
2025 Q4	–	Sell	-5,057	Closed	-$387K	–	2069
2025 Q3	$387K	Buy	+5,057	New	+$402K	﹤0.01%	1534
2025 Q1	–	Sell	-6,027	Closed	-$407K	–	1888
2024 Q4	$407K	Buy	6,027 +1,877	+45%	+$123K	﹤0.01%	1379
2024 Q3	$255K	Sell	4,150 -7,679	-65%	-$430K	﹤0.01%	1476
2024 Q2	$627K	Buy	11,829 +1,690	+17%	+$88.9K	﹤0.01%	1199
2024 Q1	$547K	Buy	+10,139	New	+$500K	﹤0.01%	1501
2023 Q3	–	Sell	-15,070	Closed	-$663K	–	2303
2023 Q2	$663K	Buy	+15,070	New	+$598K	﹤0.01%	1030
2017 Q3	–	Sell	-32,147	Closed	-$875K	–	743
2017 Q2	$875K	Buy	+32,147	New	+$915K	0.02%	338

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capstone Investment Advisors's USFD Position: Q4 2025 in Review

Capstone Investment Advisors sold out of US Foods (USFD) in Q4 2025, closing a stake of 5,057 shares — an estimated $387K sold.

Capstone Investment Advisors first reported a position in USFD in Q2 2017 and held it in 7 quarters. The position peaked at $875K in Q2 2017. 646 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

Capstone Investment Advisors reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
Capstone Investment Advisors sold 5,057 US Foods shares in Q4 2025, an estimated $387K.
Capstone Investment Advisors first reported a position in US Foods in Q2 2017 and held it in 7 quarters.
Capstone Investment Advisors's US Foods position peaked at $875K in Q2 2017.
646 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.