GAMMA Investing’s US Foods USFD Stock Holding History

GAMMA Investing’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	$710K	Buy	6,939 +438	+7%	+$39.1K	0.03%	510
2026 Q1	$599K	Buy	6,501 +995	+18%	+$88.1K	0.03%	506
2025 Q4	$415K	Buy	5,506 +197	+4%	+$14.8K	0.02%	607
2025 Q3	$407K	Buy	5,309 +617	+13%	+$49.1K	0.02%	578
2025 Q2	$361K	Buy	4,692 +1,234	+36%	+$88K	0.02%	589
2025 Q1	$226K	Buy	3,458 +478	+16%	+$32.7K	0.02%	709
2024 Q4	$201K	Buy	2,980 +758	+34%	+$49.7K	0.02%	688
2024 Q3	$137K	Buy	2,222 +364	+20%	+$20.4K	0.01%	802
2024 Q2	$98.4K	Buy	1,858 +770	+71%	+$40.5K	0.01%	790
2024 Q1	$58.7K	Buy	1,088 +207	+23%	+$10.2K	0.01%	930
2023 Q4	$40.5K	Buy	+881	New	+$36.4K	0.01%	1027

Other funds holding USFD

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

GAMMA Investing's USFD Position: Q2 2026 in Review

GAMMA Investing increased its US Foods (USFD) stake by 6.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 6,939 shares worth $710K. The position accounts for 0.03% of the portfolio, ranked #510.

GAMMA Investing first reported a position in USFD in Q4 2023 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

GAMMA Investing held 6,939 shares of US Foods worth $710K as of Q2 2026.
GAMMA Investing bought 438 US Foods shares in Q2 2026, an estimated $39.1K.
US Foods made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #510 holding.
GAMMA Investing first reported a position in US Foods in Q4 2023 and has held it in 11 quarters since.
115 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.