Creative Financial Designs’s US Foods USFD Stock Holding History

Creative Financial Designs’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 Q1	$18.3K	Hold	198	–	–	﹤0.01%	1230
2025 Q4	$14.9K	Hold	198	–	–	﹤0.01%	1236
2025 Q3	$15.2K	Hold	198	–	–	﹤0.01%	1230
2025 Q2	$15.2K	Sell	198 -58	-23%	-$4.14K	﹤0.01%	1215
2025 Q1	$16.8K	Sell	256 -214	-46%	-$14.6K	﹤0.01%	1137
2024 Q4	$31.7K	Hold	470	–	–	﹤0.01%	931
2024 Q3	$28.9K	Hold	470	–	–	﹤0.01%	936
2024 Q2	$24.9K	Buy	470 +20	+4%	+$1.05K	﹤0.01%	950
2024 Q1	$24.3K	Hold	450	–	–	﹤0.01%	918
2023 Q4	$20.4K	Hold	450	–	–	﹤0.01%	915
2023 Q3	$17.9K	Hold	450	–	–	﹤0.01%	884
2023 Q2	$19.8K	Hold	450	–	–	﹤0.01%	847
2023 Q1	$16.6K	Sell	450 -150	-25%	-$5.56K	﹤0.01%	857
2022 Q4	$20.4K	Hold	600	–	–	﹤0.01%	761
2022 Q3	$16K	Hold	600	–	–	﹤0.01%	789
2022 Q2	$18K	Hold	600	–	–	﹤0.01%	760
2022 Q1	$23K	Hold	600	–	–	﹤0.01%	742
2021 Q4	$21K	Hold	600	–	–	﹤0.01%	756
2021 Q3	$21K	Hold	600	–	–	﹤0.01%	853
2021 Q2	$23K	Hold	600	–	–	﹤0.01%	817
2021 Q1	$23K	Hold	600	–	–	﹤0.01%	756
2020 Q4	$20K	Hold	600	–	–	﹤0.01%	722
2020 Q3	$13K	Sell	600 -300	-33%	-$6.75K	﹤0.01%	757
2020 Q2	$18K	Buy	+900	New	+$17.2K	0.01%	630

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Creative Financial Designs's USFD Position: Q1 2026 in Review

Creative Financial Designs held its US Foods (USFD) position steady in Q1 2026 at 198 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Creative Financial Designs first reported a position in USFD in Q2 2020 and has held it in 24 quarters since. The position peaked at $31.7K in Q4 2024. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Creative Financial Designs held 198 shares of US Foods worth $18.3K as of Q1 2026.
Creative Financial Designs left its US Foods share count unchanged in Q1 2026.
US Foods made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1230 holding.
Creative Financial Designs first reported a position in US Foods in Q2 2020 and has held it in 24 quarters since.
Creative Financial Designs's US Foods position peaked at $31.7K in Q4 2024.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.