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Crestwood Advisors Group’s US Foods USFD Stock Holding History

Crestwood Advisors Group’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 		$398K Sell
3,896
-62
-2% -$5.53K 0.01% 570
2026
Q1 		$365K Buy
3,958
+668
+20% +$59.2K 0.01% 515
2025
Q4 		$248K Buy
+3,290
New +$247K ﹤0.01% 588

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

Crestwood Advisors Group's USFD Position: Q2 2026 in Review

Crestwood Advisors Group reduced its US Foods (USFD) stake by 1.6% in Q2 2026, selling an estimated $5.53K and leaving 3,896 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #570.

Crestwood Advisors Group first reported a position in USFD in Q4 2025 and has held it in 3 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Crestwood Advisors Group held 3,896 shares of US Foods worth $398K as of Q2 2026.
  • Crestwood Advisors Group sold 62 US Foods shares in Q2 2026, an estimated $5.53K.
  • US Foods made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #570 holding.
  • Crestwood Advisors Group first reported a position in US Foods in Q4 2025 and has held it in 3 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.