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 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evergreen Capital Management's USFD Position: Q2 2026 in Review

Evergreen Capital Management reduced its US Foods (USFD) stake by 25% in Q2 2026, selling an estimated $244K and leaving 8,319 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #614.

Evergreen Capital Management first reported a position in USFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2026. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Evergreen Capital Management held 8,319 shares of US Foods worth $851K as of Q2 2026.
Evergreen Capital Management sold 2,732 US Foods shares in Q2 2026, an estimated $244K.
US Foods made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #614 holding.
Evergreen Capital Management first reported a position in US Foods in Q3 2024 and has held it in 8 quarters since.
Evergreen Capital Management's US Foods position peaked at $1.02M in Q1 2026.
669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.