Davis Investment Partners’s US Foods USFD Stock Holding History

Davis Investment Partners’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	$252K	Hold	2,468	–	–	0.08%	156
2026 Q1	$228K	Buy	+2,468	New	+$219K	0.08%	158
2025 Q2	–	Sell	-17,554	Closed	-$1.11M	–	167
2025 Q1	$1.11M	Sell	17,554 -10,270	-37%	-$702K	0.49%	34
2024 Q4	$1.87M	Sell	27,824 -1,040	-4%	-$68.2K	0.79%	20
2024 Q3	$1.78M	Buy	28,864 +193	+0.7%	+$10.8K	0.74%	24
2024 Q2	$1.5M	Buy	28,671 +5,839	+26%	+$307K	0.62%	29
2024 Q1	$1.18M	Buy	22,832 +222	+1%	+$10.9K	0.52%	35
2023 Q4	$1.04M	Buy	22,610 +1,815	+9%	+$75.1K	0.5%	36
2023 Q3	$788K	Buy	20,795 +2,632	+14%	+$109K	0.42%	41
2023 Q2	$802K	Hold	18,163	–	–	0.38%	46
2023 Q1	$662K	Hold	18,163	–	–	0.35%	47
2022 Q4	$668K	Buy	+18,163	New	+$581K	0.34%	54

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Davis Investment Partners's USFD Position: Q2 2026 in Review

Davis Investment Partners held its US Foods (USFD) position steady in Q2 2026 at 2,468 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #156.

Davis Investment Partners first reported a position in USFD in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.87M in Q4 2024. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Davis Investment Partners held 2,468 shares of US Foods worth $252K as of Q2 2026.
Davis Investment Partners left its US Foods share count unchanged in Q2 2026.
US Foods made up 0.08% of Davis Investment Partners's portfolio in Q2 2026, its #156 holding.
Davis Investment Partners first reported a position in US Foods in Q4 2022 and has held it in 12 quarters since.
Davis Investment Partners's US Foods position peaked at $1.87M in Q4 2024.
664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.