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Cherry Tree Wealth Management’s US Foods USFD Stock Holding History

Cherry Tree 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
Q1 		$14.8K Hold
161
– – ﹤0.01% 371
2025
Q4 		$12.1K Buy
+161
New +$12.1K ﹤0.01% 403

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State Street
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Cherry Tree Wealth Management's USFD Position: Q1 2026 in Review

Cherry Tree Wealth Management held its US Foods (USFD) position steady in Q1 2026 at 161 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Cherry Tree Wealth Management first reported a position in USFD in Q4 2025 and has held it in 2 quarters since. 677 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Cherry Tree Wealth Management held 161 shares of US Foods worth $14.8K as of Q1 2026.
  • Cherry Tree Wealth Management left its US Foods share count unchanged in Q1 2026.
  • US Foods made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #371 holding.
  • Cherry Tree Wealth Management first reported a position in US Foods in Q4 2025 and has held it in 2 quarters since.
  • 677 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.