Cornerstone Planning Group’s US Foods USFD Stock Holding History

Cornerstone Planning Group’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	$4.42K	Buy	46 +33	+254%	+$2.94K	﹤0.01%	1115
2026 Q1	$1.2K	Buy	13 +10	+333%	+$886	﹤0.01%	1412
2025 Q4	$251	Sell	3 -76	-96%	-$5.71K	﹤0.01%	1623
2025 Q3	$4.47K	Buy	79 +76	+2,533%	+$6.04K	﹤0.01%	982
2025 Q2	$247	Hold	3	–	–	﹤0.01%	1447
2025 Q1	$193	Hold	3	–	–	﹤0.01%	1465
2024 Q4	$212	Hold	3	–	–	﹤0.01%	1322
2024 Q3	$186	Hold	3	–	–	﹤0.01%	1233
2024 Q2	$154	Hold	3	–	–	﹤0.01%	1190
2024 Q1	$155	Hold	3	–	–	﹤0.01%	1025
2023 Q4	$136	Hold	3	–	–	﹤0.01%	888
2023 Q3	$119	Buy	+3	New	+$124	﹤0.01%	1081

Other funds holding USFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cornerstone Planning Group's USFD Position: Q2 2026 in Review

Cornerstone Planning Group increased its US Foods (USFD) stake by 254% in Q2 2026, buying an estimated $2.94K and bringing the position to 46 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Cornerstone Planning Group first reported a position in USFD in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.47K in Q3 2025. 335 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Cornerstone Planning Group held 46 shares of US Foods worth $4.42K as of Q2 2026.
Cornerstone Planning Group bought 33 US Foods shares in Q2 2026, an estimated $2.94K.
US Foods made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1115 holding.
Cornerstone Planning Group first reported a position in US Foods in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's US Foods position peaked at $4.47K in Q3 2025.
335 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.