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Duncan Williams Asset Management’s US Foods USFD Stock Holding History

Duncan Williams Asset Management’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
2025
Q3 		– Sell
-12,088
Closed -$931K – 167
2025
Q2 		$931K Buy
12,088
+1,788
+17% +$128K 0.29% 54
2025
Q1 		$674K Buy
10,300
+864
+9% +$59K 0.24% 69
2024
Q4 		$637K Sell
9,436
-51
-0.5% -$3.35K 0.25% 72
2024
Q3 		$583K Buy
9,487
+1,332
+16% +$74.5K 0.32% 59
2024
Q2 		$432K Buy
8,155
+1,196
+17% +$62.9K 0.36% 45
2024
Q1 		$376K Buy
+6,959
New +$343K 0.34% 48

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Duncan Williams Asset Management's USFD Position: Q3 2025 in Review

Duncan Williams Asset Management sold out of US Foods (USFD) in Q3 2025, closing a stake of 12,088 shares — an estimated $931K sold.

Duncan Williams Asset Management first reported a position in USFD in Q1 2024 and held it in 6 quarters. The position peaked at $931K in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Duncan Williams Asset Management reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • Duncan Williams Asset Management sold 12,088 US Foods shares in Q3 2025, an estimated $931K.
  • Duncan Williams Asset Management first reported a position in US Foods in Q1 2024 and held it in 6 quarters.
  • Duncan Williams Asset Management's US Foods position peaked at $931K in Q2 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Duncan Williams Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.