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Coppell Advisory Solutions’s US Foods USFD Stock Holding History

Coppell Advisory Solutions’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
-316
Closed -$21.4K – 1789
2024
Q4 		$21.4K Buy
316
+25
+9% +$1.64K ﹤0.01% 857
2024
Q3 		$17.5K Buy
+291
New +$16.3K ﹤0.01% 918
2023
Q4 		$4.09K Sell
90
-77
-46% -$3.19K ﹤0.01% 1141
2023
Q3 		$5.68K Buy
167
+77
+86% +$3.19K ﹤0.01% 698
2023
Q2 		$3.92K Buy
+90
New +$3.57K ﹤0.01% 899
2023
Q1 		– Sell
-167
Closed -$5.68K – 1034
2022
Q4 		$5.68K Buy
+167
New +$5.34K ﹤0.01% 702

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Coppell Advisory Solutions's USFD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of US Foods (USFD) in Q1 2025, closing a stake of 316 shares — an estimated $21.4K sold.

Coppell Advisory Solutions first reported a position in USFD in Q4 2022 and held it in 6 quarters. The position peaked at $21.4K in Q4 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 316 US Foods shares in Q1 2025, an estimated $21.4K.
  • Coppell Advisory Solutions first reported a position in US Foods in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's US Foods position peaked at $21.4K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.