Global Retirement Partners’s US Foods USFD Stock Holding History

Global Retirement Partners’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 Q3	$569K	Buy	6,170 +1,771	+40%	+$179K	0.01%	1004
2026 Q2	$450K	Buy	+4,399	New	+$392K	0.01%	1086
2025 Q4	$668K	Buy	8,871 +3,111	+54%	+$234K	0.01%	806
2025 Q3	$441K	Buy	5,760 +2,507	+77%	+$199K	0.01%	804
2025 Q2	$251K	Buy	+3,253	New	+$232K	0.01%	983
2024 Q4	$195K	Buy	2,889 +777	+37%	+$51K	0.01%	962
2024 Q3	$130K	Buy	2,112 +95	+5%	+$5.32K	﹤0.01%	1098
2024 Q2	$107K	Buy	2,017 +393	+24%	+$20.7K	﹤0.01%	1156
2024 Q1	$87.6K	Buy	1,624 +60	+4%	+$2.96K	﹤0.01%	1140
2023 Q4	$71.7K	Buy	1,564 +762	+95%	+$31.5K	﹤0.01%	1201
2023 Q3	$31.3K	Hold	802	–	–	﹤0.01%	1472
2023 Q2	$35.3K	Hold	802	–	–	﹤0.01%	1436
2023 Q1	$30.1K	Hold	802	–	–	﹤0.01%	1464
2022 Q4	$27.3K	Sell	802 -11	-1%	-$352	﹤0.01%	1349
2022 Q3	$24K	Buy	813 +11	+1%	+$341	﹤0.01%	1325
2022 Q2	$25K	Hold	802	–	–	﹤0.01%	1269
2022 Q1	$24K	Buy	+802	New	+$29.2K	﹤0.01%	1294

Other funds holding USFD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Global Retirement Partners's USFD Position: Q3 2026 in Review

Global Retirement Partners increased its US Foods (USFD) stake by 40% in Q3 2026, buying an estimated $179K and bringing the position to 6,170 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1004.

Global Retirement Partners first reported a position in USFD in Q1 2022 and has held it in 17 quarters since. The position peaked at $668K in Q4 2025. 537 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Global Retirement Partners held 6,170 shares of US Foods worth $569K as of Q3 2026.
Global Retirement Partners bought 1,771 US Foods shares in Q3 2026, an estimated $179K.
US Foods made up 0.01% of Global Retirement Partners's portfolio in Q3 2026, its #1004 holding.
Global Retirement Partners first reported a position in US Foods in Q1 2022 and has held it in 17 quarters since.
Global Retirement Partners's US Foods position peaked at $668K in Q4 2025.
537 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.