Empirical Wealth Management’s US Foods USFD Stock Holding History

Empirical 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 Q3	$372K	Buy	4,030 +1,207	+43%	+$122K	0.01%	882
2026 Q2	$289K	Sell	2,823 -1,436	-34%	-$128K	﹤0.01%	873
2026 Q1	$393K	Buy	4,259 +1,527	+56%	+$135K	0.01%	676
2025 Q4	$206K	Buy	+2,732	New	+$205K	﹤0.01%	859

Other funds holding USFD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Empirical Wealth Management's USFD Position: Q3 2026 in Review

Empirical Wealth Management increased its US Foods (USFD) stake by 43% in Q3 2026, buying an estimated $122K and bringing the position to 4,030 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #882.

Empirical Wealth Management first reported a position in USFD in Q4 2025 and has held it in 4 quarters since. The position peaked at $393K in Q1 2026. 302 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Empirical Wealth Management held 4,030 shares of US Foods worth $372K as of Q3 2026.
Empirical Wealth Management bought 1,207 US Foods shares in Q3 2026, an estimated $122K.
US Foods made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #882 holding.
Empirical Wealth Management first reported a position in US Foods in Q4 2025 and has held it in 4 quarters since.
Empirical Wealth Management's US Foods position peaked at $393K in Q1 2026.
302 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.