Carolina Wealth Advisors’s US Foods USFD Stock Holding History

Carolina Wealth 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	$102K	Hold	1,000	–	–	0.04%	100
2026 Q1	$92.2K	Hold	1,000	–	–	0.04%	102
2025 Q4	$75.3K	Hold	1,000	–	–	0.03%	94
2025 Q3	$76.6K	Hold	1,000	–	–	0.03%	89
2025 Q2	$77K	Hold	1,000	–	–	0.04%	82
2025 Q1	$65.5K	Hold	1,000	–	–	0.04%	83
2024 Q4	$67.5K	Hold	1,000	–	–	0.04%	92
2024 Q3	$61.5K	Hold	1,000	–	–	0.03%	100
2024 Q2	$53K	Hold	1,000	–	–	0.03%	95
2024 Q1	$54K	Hold	1,000	–	–	0.03%	103
2023 Q4	$45.4K	Hold	1,000	–	–	0.02%	116
2023 Q3	$39.7K	Hold	1,000	–	–	0.02%	128
2023 Q2	$44K	Hold	1,000	–	–	0.03%	109
2023 Q1	$36.9K	Hold	1,000	–	–	0.02%	117
2022 Q4	$34K	Sell	1,000 -54	-5%	-$1.73K	0.02%	112
2022 Q3	$28K	Hold	1,054	–	–	0.02%	117
2022 Q2	$32K	Hold	1,054	–	–	0.02%	129
2022 Q1	$40K	Hold	1,054	–	–	0.03%	131
2021 Q4	$37K	Hold	1,054	–	–	0.02%	145
2021 Q3	$37K	Hold	1,054	–	–	0.02%	140
2021 Q2	$40K	Sell	1,054 -152	-13%	-$5.9K	0.03%	138
2021 Q1	$46K	Sell	1,206 -556	-32%	-$20.1K	0.03%	137
2020 Q4	$59K	Buy	1,762 +98	+6%	+$2.79K	0.05%	70
2020 Q3	$37K	Buy	1,664 +903	+119%	+$20.3K	0.03%	69
2020 Q2	$15K	Buy	761 +200	+36%	+$3.83K	0.01%	100
2020 Q1	$10K	Buy	+561	New	+$18.8K	0.01%	107

Other funds holding USFD

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Carolina Wealth Advisors's USFD Position: Q2 2026 in Review

Carolina Wealth Advisors held its US Foods (USFD) position steady in Q2 2026 at 1,000 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #100.

Carolina Wealth Advisors first reported a position in USFD in Q1 2020 and has held it in 26 quarters since. 82 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Carolina Wealth Advisors held 1,000 shares of US Foods worth $102K as of Q2 2026.
Carolina Wealth Advisors left its US Foods share count unchanged in Q2 2026.
US Foods made up 0.04% of Carolina Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Carolina Wealth Advisors first reported a position in US Foods in Q1 2020 and has held it in 26 quarters since.
82 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.