Creative Planning
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Creative Planning’s US Foods USFD Stock Holding History

Creative Planning’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 		$4.82M Buy
52,219
+18,109
+53% +$1.6M ﹤0.01% 1228
2025
Q4 		$2.57M Buy
34,110
+2,165
+7% +$163K ﹤0.01% 1506
2025
Q3 		$2.45M Buy
31,945
+8,532
+36% +$678K ﹤0.01% 1379
2025
Q2 		$1.8M Buy
23,413
+2,032
+10% +$145K ﹤0.01% 1403
2025
Q1 		$1.4M Buy
21,381
+1,899
+10% +$130K ﹤0.01% 1449
2024
Q4 		$1.31M Buy
19,482
+6,504
+50% +$427K ﹤0.01% 1441
2024
Q3 		$798K Buy
12,978
+1,547
+14% +$86.6K ﹤0.01% 1703
2024
Q2 		$606K Buy
11,431
+1,727
+18% +$90.9K ﹤0.01% 1798
2024
Q1 		$524K Buy
9,704
+3,321
+52% +$164K ﹤0.01% 1822
2023
Q4 		$290K Buy
6,383
+825
+15% +$34.1K ﹤0.01% 2109
2023
Q3 		$221K Sell
5,558
-1,606
-22% -$66.6K ﹤0.01% 2171
2023
Q2 		$315K Buy
+7,164
New +$284K ﹤0.01% 1875
2020
Q3 		– Sell
-10,751
Closed -$212K – 2274
2020
Q2 		$212K Buy
+10,751
New +$206K ﹤0.01% 1493
2018
Q3 		– Sell
-5,869
Closed -$222K – 2178
2018
Q2 		$222K Buy
+5,869
New +$208K ﹤0.01% 1573
2017
Q3 		– Sell
-100
Closed -$3K – 3622
2017
Q2 		$3K Buy
+100
New +$2.85K ﹤0.01% 4211

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Creative Planning's USFD Position: Q1 2026 in Review

Creative Planning increased its US Foods (USFD) stake by 53% in Q1 2026, buying an estimated $1.6M and bringing the position to 52,219 shares worth $4.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Creative Planning first reported a position in USFD in Q2 2017 and has held it in 15 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Creative Planning held 52,219 shares of US Foods worth $4.82M as of Q1 2026.
  • Creative Planning bought 18,109 US Foods shares in Q1 2026, an estimated $1.6M.
  • US Foods made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1228 holding.
  • Creative Planning first reported a position in US Foods in Q2 2017 and has held it in 15 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.