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EP Wealth Advisors’s US Foods USFD Stock Holding History

EP Wealth Advisors’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 		$2.44M Sell
23,825
-1,492
-6% -$133K 0.01% 532
2026
Q1 		$2.33M Buy
25,317
+717
+3% +$63.5K 0.01% 448
2025
Q4 		$1.85M Buy
+24,600
New +$1.85M 0.01% 464
2025
Q2 		$2.79M Buy
36,198
+805
+2% +$57.4K 0.02% 354
2025
Q1 		$2.32M Buy
+35,393
New +$2.42M 0.02% 343

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EP Wealth Advisors's USFD Position: Q2 2026 in Review

EP Wealth Advisors reduced its US Foods (USFD) stake by 5.9% in Q2 2026, selling an estimated $133K and leaving 23,825 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #532.

EP Wealth Advisors first reported a position in USFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.79M in Q2 2025. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • EP Wealth Advisors held 23,825 shares of US Foods worth $2.44M as of Q2 2026.
  • EP Wealth Advisors sold 1,492 US Foods shares in Q2 2026, an estimated $133K.
  • US Foods made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #532 holding.
  • EP Wealth Advisors first reported a position in US Foods in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's US Foods position peaked at $2.79M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.