Creative Planning
USFD icon

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
Q2 		$5.06M Sell
49,491
-2,728
-5% -$243K ﹤0.01% 1402
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Creative Planning's USFD Position: Q2 2026 in Review

Creative Planning reduced its US Foods (USFD) stake by 5.2% in Q2 2026, selling an estimated $243K and leaving 49,491 shares worth $5.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Creative Planning first reported a position in USFD in Q2 2017 and has held it in 16 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Creative Planning held 49,491 shares of US Foods worth $5.06M as of Q2 2026.
  • Creative Planning sold 2,728 US Foods shares in Q2 2026, an estimated $243K.
  • US Foods made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1402 holding.
  • Creative Planning first reported a position in US Foods in Q2 2017 and has held it in 16 quarters since.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.