GFPC
USFD icon

Global Financial Private Client’s US Foods USFD Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-43
Closed -$2.81K – 1525
2025
Q1 		$2.81K Buy
43
+29
+207% +$1.98K ﹤0.01% 788
2024
Q4 		$944 Buy
+14
New +$919 ﹤0.01% 790

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Global Financial Private Client's USFD Position: Q2 2025 in Review

Global Financial Private Client sold out of US Foods (USFD) in Q2 2025, closing a stake of 43 shares — an estimated $2.81K sold.

Global Financial Private Client first reported a position in USFD in Q4 2024 and held it in 2 quarters. The position peaked at $2.81K in Q1 2025. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • Global Financial Private Client reported no remaining US Foods position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 43 US Foods shares in Q2 2025, an estimated $2.81K.
  • Global Financial Private Client first reported a position in US Foods in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's US Foods position peaked at $2.81K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.