Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s US Foods USFD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$4.67M Sell
50,591
-5,662
-10% -$501K 0.01% 844
2025
Q4 		$4.24M Sell
56,253
-4,997
-8% -$375K 0.01% 848
2025
Q3 		$4.69M Sell
61,250
-3,252
-5% -$259K 0.01% 747
2025
Q2 		$4.97M Buy
64,502
+14,577
+29% +$1.04M 0.02% 586
2025
Q1 		$3.27M Buy
49,925
+23,841
+91% +$1.63M 0.01% 651
2024
Q4 		$1.76M Buy
26,084
+18,696
+253% +$1.23M 0.01% 832
2024
Q3 		$454K Buy
7,388
+3,300
+81% +$185K ﹤0.01% 1357
2024
Q2 		$217K Buy
4,088
+2,262
+124% +$119K ﹤0.01% 1545
2024
Q1 		$99K Buy
1,826
+867
+90% +$42.7K ﹤0.01% 1892
2023
Q4 		$44K Sell
959
-163
-15% -$6.74K ﹤0.01% 2258
2023
Q3 		$45K Sell
1,122
-80
-7% -$3.32K ﹤0.01% 2132
2023
Q2 		$53K Buy
1,202
+78
+7% +$3.1K ﹤0.01% 1947
2023
Q1 		$42K Sell
1,124
-285
-20% -$10.6K ﹤0.01% 1996
2022
Q4 		$48K Buy
1,409
+708
+101% +$22.6K ﹤0.01% 1771
2022
Q3 		$19K Sell
701
-615
-47% -$19.1K ﹤0.01% 2268
2022
Q2 		$40K Buy
1,316
+227
+21% +$7.68K ﹤0.01% 1735
2022
Q1 		$41K Buy
1,089
+800
+277% +$29.2K ﹤0.01% 1695
2021
Q4 		$10K Buy
+289
New +$10.1K ﹤0.01% 2371
2021
Q2 		$11K Hold
297
– – ﹤0.01% 2076
2021
Q1 		$11K Hold
297
– – ﹤0.01% 2075
2020
Q4 		$11K Hold
297
– – ﹤0.01% 2074
2020
Q3 		$11K Hold
297
– – ﹤0.01% 2073
2020
Q2 		$11K Hold
297
– – ﹤0.01% 2072
2020
Q1 		$11K Hold
297
– – ﹤0.01% 2072
2019
Q4 		$11K Hold
297
– – ﹤0.01% 2072
2019
Q3 		$11K Hold
297
– – ﹤0.01% 2072
2019
Q2 		$11K Hold
297
– – ﹤0.01% 2072
2019
Q1 		$11K Buy
+297
New +$10.2K ﹤0.01% 2072
2018
Q4 		– Sell
-64
Closed -$2K – 2252
2018
Q3 		$2K Buy
+64
New +$2.21K ﹤0.01% 1575

Other funds holding USFD

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USFD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its US Foods (USFD) stake by 10% in Q1 2026, selling an estimated $501K and leaving 50,591 shares worth $4.67M. The position accounts for 0.01% of the portfolio, ranked #844.

Carson Wealth (CWM LLC) first reported a position in USFD in Q3 2018 and has held it in 29 quarters since. The position peaked at $4.97M in Q2 2025. 675 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 50,591 shares of US Foods worth $4.67M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,662 US Foods shares in Q1 2026, an estimated $501K.
  • US Foods made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #844 holding.
  • Carson Wealth (CWM LLC) first reported a position in US Foods in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s US Foods position peaked at $4.97M in Q2 2025.
  • 675 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.