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Dynasty Wealth Management’s US Foods USFD Stock Holding History

Dynasty Wealth 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
2026
Q1 		$4.34M Sell
47,068
-1,325
-3% -$117K 0.04% 82
2025
Q4 		$3.64M Buy
48,393
+5,867
+14% +$441K 0.04% 100
2025
Q3 		$3.26M Buy
42,526
+20,148
+90% +$1.6M 0.04% 88
2025
Q2 		$1.72M Sell
22,378
-4,525
-17% -$323K 0.03% 97
2025
Q1 		$1.76M Buy
26,903
+436
+2% +$29.8K 0.03% 102
2024
Q4 		$1.79M Buy
26,467
+1,330
+5% +$87.3K 0.03% 106
2024
Q3 		$1.55M Buy
25,137
+1,018
+4% +$57K 0.05% 90
2024
Q2 		$1.28M Buy
24,119
+2,945
+14% +$155K 0.04% 109
2024
Q1 		$1.14M Buy
+21,174
New +$1.04M 0.04% 116

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dynasty Wealth Management's USFD Position: Q1 2026 in Review

Dynasty Wealth Management reduced its US Foods (USFD) stake by 2.7% in Q1 2026, selling an estimated $117K and leaving 47,068 shares worth $4.34M. The position accounts for 0.04% of the portfolio, ranked #82.

Dynasty Wealth Management first reported a position in USFD in Q1 2024 and has held it in 9 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Dynasty Wealth Management held 47,068 shares of US Foods worth $4.34M as of Q1 2026.
  • Dynasty Wealth Management sold 1,325 US Foods shares in Q1 2026, an estimated $117K.
  • US Foods made up 0.04% of Dynasty Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Dynasty Wealth Management first reported a position in US Foods in Q1 2024 and has held it in 9 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.