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Financial Consulate’s US Foods USFD Stock Holding History

Financial Consulate’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 		$21.4K Buy
209
+184
+736% +$16.4K ﹤0.01% 507
2026
Q1 		$2.31K Hold
25
– – ﹤0.01% 950
2025
Q4 		$1.88K Hold
25
– – ﹤0.01% 901
2025
Q3 		$1.92K Buy
+25
New +$1.99K ﹤0.01% 785

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

Financial Consulate's USFD Position: Q2 2026 in Review

Financial Consulate increased its US Foods (USFD) stake by 736% in Q2 2026, buying an estimated $16.4K and bringing the position to 209 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Financial Consulate first reported a position in USFD in Q3 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Financial Consulate held 209 shares of US Foods worth $21.4K as of Q2 2026.
  • Financial Consulate bought 184 US Foods shares in Q2 2026, an estimated $16.4K.
  • US Foods made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #507 holding.
  • Financial Consulate first reported a position in US Foods in Q3 2025 and has held it in 4 quarters since.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.