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 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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Congress Asset Management's USFD Position: Q2 2026 in Review

Congress Asset Management increased its US Foods (USFD) stake by 43% in Q2 2026, buying an estimated $165K and bringing the position to 6,135 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Congress Asset Management first reported a position in USFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $128M in Q4 2024. 144 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Congress Asset Management held 6,135 shares of US Foods worth $627K as of Q2 2026.
Congress Asset Management bought 1,854 US Foods shares in Q2 2026, an estimated $165K.
US Foods made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #320 holding.
Congress Asset Management first reported a position in US Foods in Q3 2024 and has held it in 8 quarters since.
Congress Asset Management's US Foods position peaked at $128M in Q4 2024.
144 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.