Chescapmanager’s US Foods USFD Stock Holding History

Chescapmanager’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	$48.7M	Sell	528,457 -30,000	-5%	-$2.66M	4.36%	7
2025 Q4	$42.1M	Sell	558,457 -20,000	-3%	-$1.5M	3.5%	10
2025 Q3	$44.3M	Buy	578,457 +10,000	+2%	+$795K	4.24%	10
2025 Q2	$43.8M	Sell	568,457 -10,000	-2%	-$713K	4.84%	9
2025 Q1	$37.9M	Sell	578,457 -70,000	-11%	-$4.78M	4.07%	7
2024 Q4	$43.7M	Sell	648,457 -67,866	-9%	-$4.45M	4.7%	7
2024 Q3	$44.1M	Sell	716,323 -25,000	-3%	-$1.4M	4.66%	8
2024 Q2	$39.3M	Hold	741,323	–	–	3.15%	9
2024 Q1	$40M	Hold	741,323	–	–	3.89%	12
2023 Q4	$33.7M	Hold	741,323	–	–	3.28%	10
2023 Q3	$29.4M	Hold	741,323	–	–	3.75%	11
2023 Q2	$32.6M	Hold	741,323	–	–	5.07%	5
2023 Q1	$27.4M	Sell	741,323 -10,000	-1%	-$371K	4.31%	5
2022 Q4	$25.6M	Hold	751,323	–	–	5.99%	3
2022 Q3	$19.9M	Hold	751,323	–	–	4.63%	7
2022 Q2	$23.1M	Sell	751,323 -50,000	-6%	-$1.69M	5.45%	7
2022 Q1	$30.2M	Buy	801,323 +248,698	+45%	+$9.07M	4.09%	8
2021 Q4	$19.2M	Hold	552,625	–	–	2.57%	12
2021 Q3	$19.2M	Hold	552,625	–	–	2.71%	13
2021 Q2	$21.2M	Buy	552,625 +20,000	+4%	+$776K	2.33%	12
2021 Q1	$20.3M	Hold	532,625	–	–	2.16%	18
2020 Q4	$17.7M	Buy	532,625 +111,865	+27%	+$3.19M	2.16%	18
2020 Q3	$9.35M	Buy	420,760 +50,000	+13%	+$1.13M	1.51%	23
2020 Q2	$7.31M	Buy	+370,760	New	+$7.09M	1.23%	21

Other funds holding USFD

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Chescapmanager's USFD Position: Q1 2026 in Review

Chescapmanager reduced its US Foods (USFD) stake by 5.4% in Q1 2026, selling an estimated $2.66M and leaving 528,457 shares worth $48.7M. The position accounts for 4.36% of the portfolio, ranked #7.

Chescapmanager first reported a position in USFD in Q2 2020 and has held it in 24 quarters since. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Chescapmanager held 528,457 shares of US Foods worth $48.7M as of Q1 2026.
Chescapmanager sold 30,000 US Foods shares in Q1 2026, an estimated $2.66M.
US Foods made up 4.36% of Chescapmanager's portfolio in Q1 2026, its #7 holding.
Chescapmanager first reported a position in US Foods in Q2 2020 and has held it in 24 quarters since.
673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Chescapmanager's 13F filing for Q1 2026, filed 14 May 2026.