Cresset Asset Management’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-5,356
Closed -$351K – 1784
2025
Q1
$351K Sell
5,356
-1,206
-18% -$82.4K ﹤0.01% 1236
2024
Q4
$443K Sell
6,562
-27,970
-81% -$1.84M ﹤0.01% 1144
2024
Q3
$2.12M Buy
34,532
+8,271
+31% +$463K 0.01% 789
2024
Q2
$1.39M Buy
26,261
+475
+2% +$25K 0.01% 897
2024
Q1
$1.39M Buy
25,786
+6,328
+33% +$312K 0.01% 828
2023
Q4
$884K Buy
19,458
+3,821
+24% +$158K 0.01% 954
2023
Q3
$621K Buy
15,637
+1,162
+8% +$48.2K ﹤0.01% 1064
2023
Q2
$637K Buy
+14,475
New +$574K ﹤0.01% 1146
2019
Q2
– Sell
-1,031
Closed -$36K – 1651
2019
Q1
$36K Buy
1,031
+863
+514% +$29.6K ﹤0.01% 883
2018
Q4
$5K Buy
+168
New +$5.18K ﹤0.01% 1044

Other funds holding USFD

Cresset Asset Management's USFD Position: Q2 2025 in Review

Cresset Asset Management sold out of US Foods (USFD) in Q2 2025, closing a stake of 5,356 shares — an estimated $351K sold.

Cresset Asset Management first reported a position in USFD in Q4 2018 and held it in 10 quarters. The position peaked at $2.12M in Q3 2024. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • Cresset Asset Management reported no remaining US Foods position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 5,356 US Foods shares in Q2 2025, an estimated $351K.
  • Cresset Asset Management first reported a position in US Foods in Q4 2018 and held it in 10 quarters.
  • Cresset Asset Management's US Foods position peaked at $2.12M in Q3 2024.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.