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Evoke Wealth’s US Foods USFD Stock Holding History

Evoke Wealth’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 		– Sell
-2,270
Closed -$209K – 610
2026
Q1 		$209K Sell
2,270
-1,098
-33% -$97.2K ﹤0.01% 657
2025
Q4 		$254K Sell
3,368
-923
-22% -$69.3K ﹤0.01% 567
2025
Q3 		$329K Sell
4,291
-359
-8% -$28.5K 0.01% 482
2025
Q2 		$358K Buy
4,650
+1,289
+38% +$92K 0.01% 416
2025
Q1 		$220K Buy
+3,361
New +$230K 0.01% 407

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

Evoke Wealth's USFD Position: Q2 2026 in Review

Evoke Wealth sold out of US Foods (USFD) in Q2 2026, closing a stake of 2,270 shares — an estimated $209K sold.

Evoke Wealth first reported a position in USFD in Q1 2025 and held it in 5 quarters. The position peaked at $358K in Q2 2025. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Evoke Wealth reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,270 US Foods shares in Q2 2026, an estimated $209K.
  • Evoke Wealth first reported a position in US Foods in Q1 2025 and held it in 5 quarters.
  • Evoke Wealth's US Foods position peaked at $358K in Q2 2025.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.