Congress Asset Management’s US Foods USFD Stock Holding History

Congress Asset 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 Q3	$337K	Sell	3,659 -2,476	-40%	-$250K	﹤0.01%	367
2026 Q2	$627K	Buy	6,135 +1,854	+43%	+$165K	﹤0.01%	320
2026 Q1	$395K	Sell	4,281 -3,851	-47%	-$341K	﹤0.01%	391
2025 Q4	$613K	Sell	8,132 -10,414	-56%	-$782K	﹤0.01%	337
2025 Q3	$1.42M	Sell	18,546 -984,512	-98%	-$78.3M	0.01%	303
2025 Q2	$77.2M	Sell	1,003,058 -649,747	-39%	-$46.4M	0.53%	76
2025 Q1	$108M	Sell	1,652,805 -248,809	-13%	-$17M	0.81%	40
2024 Q4	$128M	Sell	1,901,614 -69,045	-4%	-$4.53M	0.87%	36
2024 Q3	$121M	Buy	+1,970,659	New	+$110M	0.83%	48

Other funds holding USFD

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Congress Asset Management's USFD Position: Q3 2026 in Review

Congress Asset Management reduced its US Foods (USFD) stake by 40% in Q3 2026, selling an estimated $250K and leaving 3,659 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Congress Asset Management first reported a position in USFD in Q3 2024 and has held it in 9 quarters since. The position peaked at $128M in Q4 2024. 123 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Congress Asset Management held 3,659 shares of US Foods worth $337K as of Q3 2026.
Congress Asset Management sold 2,476 US Foods shares in Q3 2026, an estimated $250K.
US Foods made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #367 holding.
Congress Asset Management first reported a position in US Foods in Q3 2024 and has held it in 9 quarters since.
Congress Asset Management's US Foods position peaked at $128M in Q4 2024.
123 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.