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Cassaday & Co Wealth Management’s US Foods USFD Stock Holding History

Cassaday & Co Wealth Management’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 		$2.25K Sell
22
-55
-71% -$4.91K ﹤0.01% 1019
2026
Q1 		$7.1K Buy
+77
New +$6.82K ﹤0.01% 929

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

Cassaday & Co Wealth Management's USFD Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its US Foods (USFD) stake by 71% in Q2 2026, selling an estimated $4.91K and leaving 22 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Cassaday & Co Wealth Management first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.1K in Q1 2026. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Cassaday & Co Wealth Management held 22 shares of US Foods worth $2.25K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 55 US Foods shares in Q2 2026, an estimated $4.91K.
  • US Foods made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1019 holding.
  • Cassaday & Co Wealth Management first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's US Foods position peaked at $7.1K in Q1 2026.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.