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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
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

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

EP Wealth Advisors's USFD Position: Q1 2026 in Review

EP Wealth Advisors increased its US Foods (USFD) stake by 2.9% in Q1 2026, buying an estimated $63.5K and bringing the position to 25,317 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #448.

EP Wealth Advisors first reported a position in USFD in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.79M in Q2 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • EP Wealth Advisors held 25,317 shares of US Foods worth $2.33M as of Q1 2026.
  • EP Wealth Advisors bought 717 US Foods shares in Q1 2026, an estimated $63.5K.
  • US Foods made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #448 holding.
  • EP Wealth Advisors first reported a position in US Foods in Q1 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's US Foods position peaked at $2.79M in Q2 2025.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

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