Chase Investment Counsel’s US Foods USFD Stock Holding History

Chase Investment Counsel’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	-49,162	Closed	-$3.77M	–	155
2025 Q3	$3.77M	Sell	49,162 -1,102	-2%	-$87.6K	1.12%	29
2025 Q2	$3.87M	Sell	50,264 -25	-0%	-$1.78K	1.24%	30
2025 Q1	$3.29M	Sell	50,289 -165	-0.3%	-$11.3K	1.21%	35
2024 Q4	$3.4M	Buy	+50,454	New	+$3.31M	1.09%	35
2023 Q3	–	Sell	-53,703	Closed	-$2.36M	–	130
2023 Q2	$2.36M	Buy	+53,703	New	+$2.13M	1.19%	35
2018 Q3	–	Sell	-27,168	Closed	-$1.03M	–	108
2018 Q2	$1.03M	Buy	+27,168	New	+$962K	0.55%	48

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

Chase Investment Counsel's USFD Position: Q4 2025 in Review

Chase Investment Counsel sold out of US Foods (USFD) in Q4 2025, closing a stake of 49,162 shares — an estimated $3.77M sold.

Chase Investment Counsel first reported a position in USFD in Q2 2018 and held it in 6 quarters. The position peaked at $3.87M in Q2 2025. 646 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

Chase Investment Counsel reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
Chase Investment Counsel sold 49,162 US Foods shares in Q4 2025, an estimated $3.77M.
Chase Investment Counsel first reported a position in US Foods in Q2 2018 and held it in 6 quarters.
Chase Investment Counsel's US Foods position peaked at $3.87M in Q2 2025.
646 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Chase Investment Counsel's 13F filing for Q4 2025, filed 5 Feb 2026.