Evergreen Capital Management’s US Foods USFD Stock Holding History

Evergreen Capital 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	$968K	Buy	10,499 +2,180	+26%	+$220K	0.02%	531
2026 Q2	$851K	Sell	8,319 -2,732	-25%	-$244K	0.01%	614
2026 Q1	$1.02M	Buy	11,051 +3,041	+38%	+$269K	0.02%	481
2025 Q4	$603K	Sell	8,010 -1,425	-15%	-$107K	0.01%	641
2025 Q3	$723K	Buy	9,435 +4,560	+94%	+$363K	0.02%	495
2025 Q2	$375K	Sell	4,875 -440	-8%	-$31.4K	0.01%	698
2025 Q1	$348K	Buy	5,315 +1,003	+23%	+$68.5K	0.01%	671
2024 Q4	$291K	Buy	4,312 +501	+13%	+$32.9K	0.01%	752
2024 Q3	$234K	Buy	+3,811	New	+$213K	0.01%	848

Other funds holding USFD

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

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

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Evergreen Capital Management's USFD Position: Q3 2026 in Review

Evergreen Capital Management increased its US Foods (USFD) stake by 26% in Q3 2026, buying an estimated $220K and bringing the position to 10,499 shares worth $968K. The position accounts for 0.02% of the portfolio, ranked #531.

Evergreen Capital Management first reported a position in USFD in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q1 2026. 192 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Evergreen Capital Management held 10,499 shares of US Foods worth $968K as of Q3 2026.
Evergreen Capital Management bought 2,180 US Foods shares in Q3 2026, an estimated $220K.
US Foods made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #531 holding.
Evergreen Capital Management first reported a position in US Foods in Q3 2024 and has held it in 9 quarters since.
Evergreen Capital Management's US Foods position peaked at $1.02M in Q1 2026.
192 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.