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 Q2	$7.16K	Sell	70 -128	-65%	-$11.4K	﹤0.01%	1605
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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Creative Financial Designs's USFD Position: Q2 2026 in Review

Creative Financial Designs reduced its US Foods (USFD) stake by 65% in Q2 2026, selling an estimated $11.4K and leaving 70 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Creative Financial Designs first reported a position in USFD in Q2 2020 and has held it in 25 quarters since. The position peaked at $31.7K in Q4 2024. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Creative Financial Designs held 70 shares of US Foods worth $7.16K as of Q2 2026.
Creative Financial Designs sold 128 US Foods shares in Q2 2026, an estimated $11.4K.
US Foods made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1605 holding.
Creative Financial Designs first reported a position in US Foods in Q2 2020 and has held it in 25 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 Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.