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Essential Partners’s US Foods USFD Stock Holding History

Essential Partners’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 		$75.9K Hold
823
– – 0.03% 498
2026
Q2 		$84.2K Sell
823
-12,190
-94% -$1.09M 0.04% 462
2026
Q1 		$1.2M Sell
13,013
-253
-2% -$22.4K 0.4% 55
2025
Q4 		$999K Sell
13,266
-101
-0.8% -$7.58K 0.31% 88
2025
Q3 		$1.02M Sell
13,367
-320
-2% -$25.4K 0.34% 80
2025
Q2 		$1.05M Buy
+13,687
New +$976K 0.42% 57

Other funds holding USFD

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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Essential Partners's USFD Position: Q3 2026 in Review

Essential Partners held its US Foods (USFD) position steady in Q3 2026 at 823 shares worth $75.9K. The position accounts for 0.03% of the portfolio, ranked #498.

Essential Partners first reported a position in USFD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q1 2026. 66 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Essential Partners held 823 shares of US Foods worth $75.9K as of Q3 2026.
  • Essential Partners left its US Foods share count unchanged in Q3 2026.
  • US Foods made up 0.03% of Essential Partners's portfolio in Q3 2026, its #498 holding.
  • Essential Partners first reported a position in US Foods in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's US Foods position peaked at $1.2M in Q1 2026.
  • 66 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.