COMPASS FINANCIAL MANAGEMENT LLC’s US Foods USFD Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$146K	Buy	+1,428	New	+$127K	0.02%	481

Other funds holding USFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

COMPASS FINANCIAL MANAGEMENT LLC's USFD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in US Foods (USFD) in Q2 2026: 1,428 shares worth $146K. The stake represents 0.02% of the portfolio and ranks #481 among its holdings.

487 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,428 shares of US Foods worth $146K as of Q2 2026.
US Foods was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
US Foods made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #481 holding.
487 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.