CWC
USFD icon

Carolinas Wealth Consulting’s US Foods USFD Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-23
Closed -$1.5K – 890
2025
Q1 		$1.5K Hold
23
– – ﹤0.01% 855
2024
Q4 		$1.55K Buy
+23
New +$1.51K ﹤0.01% 874

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Carolinas Wealth Consulting's USFD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of US Foods (USFD) in Q2 2025, closing a stake of 23 shares — an estimated $1.5K sold.

Carolinas Wealth Consulting first reported a position in USFD in Q4 2024 and held it in 2 quarters. The position peaked at $1.55K in Q4 2024. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining US Foods position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 23 US Foods shares in Q2 2025, an estimated $1.5K.
  • Carolinas Wealth Consulting first reported a position in US Foods in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's US Foods position peaked at $1.55K in Q4 2024.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.