CCP
USFD icon

Clarkston Capital Partners’s US Foods USFD Stock Holding History

Clarkston Capital Partners’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 		$19.2M Sell
187,615
-101,960
-35% -$9.1M 1.62% 21
2026
Q1 		$26.7M Sell
289,575
-1,473,541
-84% -$131M 2.04% 18
2025
Q4 		$133M Sell
1,763,116
-132,429
-7% -$9.94M 3.07% 7
2025
Q3 		$145M Sell
1,895,545
-812,640
-30% -$64.6M 3.13% 9
2025
Q2 		$209M Sell
2,708,185
-691,735
-20% -$49.3M 4.43% 5
2025
Q1 		$223M Sell
3,399,920
-266,307
-7% -$18.2M 4.39% 5
2024
Q4 		$247M Sell
3,666,227
-1,917,618
-34% -$126M 4.74% 6
2024
Q3 		$343M Sell
5,583,845
-175,245
-3% -$9.81M 6.32% 3
2024
Q2 		$305M Sell
5,759,090
-799,601
-12% -$42.1M 5.82% 4
2024
Q1 		$354M Sell
6,558,691
-1,415,174
-18% -$69.7M 6.24% 3
2023
Q4 		$362M Sell
7,973,865
-49,326
-0.6% -$2.04M 6.71% 2
2023
Q3 		$319M Sell
8,023,191
-81,243
-1% -$3.37M 6.26% 3
2023
Q2 		$357M Buy
8,104,434
+53,556
+0.7% +$2.13M 6.41% 2
2023
Q1 		$297M Buy
8,050,878
+167,136
+2% +$6.2M 5.55% 5
2022
Q4 		$268M Buy
7,883,742
+251,757
+3% +$8.05M 5.06% 7
2022
Q3 		$202M Buy
7,631,985
+1,928,245
+34% +$59.9M 3.97% 10
2022
Q2 		$175M Buy
5,703,740
+876,099
+18% +$29.6M 3.22% 14
2022
Q1 		$182M Buy
4,827,641
+323,686
+7% +$11.8M 3.02% 16
2021
Q4 		$157M Buy
4,503,955
+119,000
+3% +$4.14M 2.69% 16
2021
Q3 		$152M Buy
4,384,955
+647,430
+17% +$22.2M 2.73% 15
2021
Q2 		$143M Sell
3,737,525
-31,750
-0.8% -$1.23M 2.55% 15
2021
Q1 		$144M Buy
3,769,275
+78,125
+2% +$2.82M 2.62% 15
2020
Q4 		$123M Buy
3,691,150
+176,375
+5% +$5.03M 2.6% 16
2020
Q3 		$78.1M Buy
3,514,775
+154,675
+5% +$3.48M 2.08% 19
2020
Q2 		$66.3M Buy
3,360,100
+2,273,797
+209% +$43.5M 1.88% 22
2020
Q1 		$19.2M Buy
+1,086,303
New +$36.4M 0.62% 33

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

Clarkston Capital Partners's USFD Position: Q2 2026 in Review

Clarkston Capital Partners reduced its US Foods (USFD) stake by 35% in Q2 2026, selling an estimated $9.1M and leaving 187,615 shares worth $19.2M. The position accounts for 1.62% of the portfolio, ranked #21.

Clarkston Capital Partners first reported a position in USFD in Q1 2020 and has held it in 26 quarters since. The position peaked at $362M in Q4 2023. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Clarkston Capital Partners held 187,615 shares of US Foods worth $19.2M as of Q2 2026.
  • Clarkston Capital Partners sold 101,960 US Foods shares in Q2 2026, an estimated $9.1M.
  • US Foods made up 1.62% of Clarkston Capital Partners's portfolio in Q2 2026, its #21 holding.
  • Clarkston Capital Partners first reported a position in US Foods in Q1 2020 and has held it in 26 quarters since.
  • Clarkston Capital Partners's US Foods position peaked at $362M in Q4 2023.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.