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 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

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CX Institutional's USFD Position: Q2 2026 in Review

CX Institutional reduced its US Foods (USFD) stake by 85% in Q2 2026, selling an estimated $11K and leaving 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

CX Institutional first reported a position in USFD in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.19M in Q3 2023. 109 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

CX Institutional held 21 shares of US Foods worth $2K as of Q2 2026.
CX Institutional sold 123 US Foods shares in Q2 2026, an estimated $11K.
US Foods made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1488 holding.
CX Institutional first reported a position in US Foods in Q3 2023 and has held it in 7 quarters since.
CX Institutional's US Foods position peaked at $3.19M in Q3 2023.
109 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.