CX Institutional’s US Foods USFD Stock Holding History

CX Institutional’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 Q3	$43K	Buy	464 +443	+2,110%	+$44.8K	﹤0.01%	1046
2026 Q2	$2K	Sell	21 -123	-85%	-$11K	﹤0.01%	1488
2026 Q1	$13K	Buy	144 +123	+586%	+$10.9K	﹤0.01%	1235
2025 Q4	$2K	Sell	21 -43	-67%	-$3.23K	﹤0.01%	1404
2025 Q3	$5K	Hold	64	–	–	﹤0.01%	1268
2025 Q2	$5K	Hold	64	–	–	﹤0.01%	1104
2025 Q1	$4K	Buy	+64	New	+$4.37K	﹤0.01%	1095
2023 Q4	–	Sell	-80,342	Closed	-$3.19M	–	570
2023 Q3	$3.19M	Buy	+80,342	New	+$3.33M	0.18%	153

Other funds holding USFD

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's USFD Position: Q3 2026 in Review

CX Institutional increased its US Foods (USFD) stake by 2,110% in Q3 2026, buying an estimated $44.8K and bringing the position to 464 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

CX Institutional first reported a position in USFD in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.19M in Q3 2023. 123 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

CX Institutional held 464 shares of US Foods worth $43K as of Q3 2026.
CX Institutional bought 443 US Foods shares in Q3 2026, an estimated $44.8K.
US Foods made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1046 holding.
CX Institutional first reported a position in US Foods in Q3 2023 and has held it in 8 quarters since.
CX Institutional's US Foods position peaked at $3.19M in Q3 2023.
123 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.