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BFC Planning, Inc.’s US Foods USFD Stock Holding History

BFC Planning, Inc.’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 		$66.2K Buy
647
+19
+3% +$1.7K ﹤0.01% 1415
2026
Q1 		$57.9K Hold
628
– – ﹤0.01% 1282
2025
Q4 		$47.3K Hold
628
– – ﹤0.01% 1390
2025
Q3 		$48.1K Hold
628
– – ﹤0.01% 1205
2025
Q2 		$48.4K Hold
628
– – ﹤0.01% 1142
2025
Q1 		$41.1K Hold
628
– – ﹤0.01% 1181
2024
Q4 		$42.4K Buy
+628
New +$41.2K ﹤0.01% 1177

Other funds holding USFD

Wellington Management Group
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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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s USFD Position: Q2 2026 in Review

BFC Planning, Inc. increased its US Foods (USFD) stake by 3% in Q2 2026, buying an estimated $1.7K and bringing the position to 647 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

BFC Planning, Inc. first reported a position in USFD in Q4 2024 and has held it in 7 quarters since. 674 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • BFC Planning, Inc. held 647 shares of US Foods worth $66.2K as of Q2 2026.
  • BFC Planning, Inc. bought 19 US Foods shares in Q2 2026, an estimated $1.7K.
  • US Foods made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1415 holding.
  • BFC Planning, Inc. first reported a position in US Foods in Q4 2024 and has held it in 7 quarters since.
  • 674 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.