GLOBALT Investments’s US Foods USFD Stock Holding History

GLOBALT Investments’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 Q1	$455K	Buy	4,929 +8	+0.2%	+$709	0.02%	183
2025 Q4	$371K	Buy	+4,921	New	+$370K	0.01%	185

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GLOBALT Investments's USFD Position: Q1 2026 in Review

GLOBALT Investments increased its US Foods (USFD) stake by 0.16% in Q1 2026, buying an estimated $709 and bringing the position to 4,929 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #183.

GLOBALT Investments first reported a position in USFD in Q4 2025 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

GLOBALT Investments held 4,929 shares of US Foods worth $455K as of Q1 2026.
GLOBALT Investments bought 8 US Foods shares in Q1 2026, an estimated $709.
US Foods made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #183 holding.
GLOBALT Investments first reported a position in US Foods in Q4 2025 and has held it in 2 quarters since.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.