Corient Private Wealth’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.04M Sell
77,490
-106,783
-58% -$9.46M 0.01% 744
2025
Q4
$9.94M Buy
184,273
+122,792
+200% +$9.22M 0.01% 783
2025
Q3
$4.71M Buy
61,481
+13,653
+29% +$1.09M 0.01% 735
2025
Q2
$3.68M Sell
47,828
-2,847
-6% -$203K ﹤0.01% 797
2025
Q1
$3.32M Buy
50,675
+2,713
+6% +$185K 0.01% 810
2024
Q4
$3.24M Sell
47,962
-2,497
-5% -$164K 0.01% 829
2024
Q3
$3.1M Buy
50,459
+760
+2% +$42.5K ﹤0.01% 916
2024
Q2
$2.63M Sell
49,699
-21
-0% -$1.1K ﹤0.01% 914
2024
Q1
$2.68M Sell
49,720
-399
-0.8% -$19.7K ﹤0.01% 906
2023
Q4
$2.28M Buy
50,119
+3,479
+7% +$144K ﹤0.01% 942
2023
Q3
$1.85M Buy
46,640
+1,640
+4% +$68K ﹤0.01% 946
2023
Q2
$1.98M Buy
+45,000
New +$1.79M ﹤0.01% 903

Other funds holding USFD

Corient Private Wealth's USFD Position: Q1 2026 in Review

Corient Private Wealth reduced its US Foods (USFD) stake by 58% in Q1 2026, selling an estimated $9.46M and leaving 77,490 shares worth $7.04M. The position accounts for 0.01% of the portfolio, ranked #744.

Corient Private Wealth first reported a position in USFD in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.94M in Q4 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Corient Private Wealth held 77,490 shares of US Foods worth $7.04M as of Q1 2026.
  • Corient Private Wealth sold 106,783 US Foods shares in Q1 2026, an estimated $9.46M.
  • US Foods made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #744 holding.
  • Corient Private Wealth first reported a position in US Foods in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's US Foods position peaked at $9.94M in Q4 2025.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.