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Compass Financial Management’s US Foods USFD Stock Holding History

Compass Financial 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
Q2 		$146K Buy
+1,428
New +$127K 0.02% 481

Other funds holding USFD

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Compass Financial Management's USFD Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 1,428 shares of US Foods worth $146K as of Q2 2026.
  • US Foods was a new Compass Financial Management position in Q2 2026.
  • US Foods made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #481 holding.
  • 627 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.