Colonial Trust’s US Foods USFD Stock Holding History

Colonial Trust’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 Q1	–	Sell	-372	Closed	-$25.1K	–	1329
2024 Q4	$25.1K	Buy	+372	New	+$24.4K	﹤0.01%	739

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Colonial Trust's USFD Position: Q1 2025 in Review

Colonial Trust sold out of US Foods (USFD) in Q1 2025, closing a stake of 372 shares — an estimated $25.1K sold.

Colonial Trust first reported a position in USFD in Q4 2024 and held it in 1 quarter. The position peaked at $25.1K in Q4 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

Colonial Trust reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 372 US Foods shares in Q1 2025, an estimated $25.1K.
Colonial Trust first reported a position in US Foods in Q4 2024 and held it in 1 quarter.
Colonial Trust's US Foods position peaked at $25.1K in Q4 2024.
596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.