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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
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

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

Evoke Wealth's USFD Position: Q1 2026 in Review

Evoke Wealth reduced its US Foods (USFD) stake by 33% in Q1 2026, selling an estimated $97.2K and leaving 2,270 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Evoke Wealth first reported a position in USFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $358K in Q2 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Evoke Wealth held 2,270 shares of US Foods worth $209K as of Q1 2026.
  • Evoke Wealth sold 1,098 US Foods shares in Q1 2026, an estimated $97.2K.
  • US Foods made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #657 holding.
  • Evoke Wealth first reported a position in US Foods in Q1 2025 and has held it in 5 quarters since.
  • Evoke Wealth's US Foods position peaked at $358K in Q2 2025.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.