HMS Capital Management’s US Foods USFD Stock Holding History

HMS Capital Management’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	$805K	Sell	7,872 -71	-0.9%	-$6.33K	0.3%	65
2026 Q1	$732K	Buy	7,943 +330	+4%	+$29.2K	0.28%	64
2025 Q4	$573K	Sell	7,613 -27	-0.4%	-$2.03K	0.24%	66
2025 Q3	$585K	Sell	7,640 -198	-3%	-$15.7K	0.25%	64
2025 Q2	$604K	Sell	7,838 -138	-2%	-$9.85K	0.27%	65
2025 Q1	$482K	Sell	7,976 -38	-0.5%	-$2.6K	0.27%	68
2024 Q4	$541K	Sell	8,014 -12	-0.1%	-$787	0.26%	66
2024 Q3	$494K	Sell	8,026 -35	-0.4%	-$1.96K	0.24%	70
2024 Q2	$427K	Hold	8,061	–	–	0.22%	76
2024 Q1	$435K	Sell	8,061 -549	-6%	-$27.1K	0.24%	78
2023 Q4	$391K	Sell	8,610 -298	-3%	-$12.3K	0.24%	75
2023 Q3	$354K	Sell	8,908 -981	-10%	-$40.7K	0.23%	75
2023 Q2	$435K	Buy	+9,889	New	+$392K	0.26%	70

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HMS Capital Management's USFD Position: Q2 2026 in Review

HMS Capital Management reduced its US Foods (USFD) stake by 0.89% in Q2 2026, selling an estimated $6.33K and leaving 7,872 shares worth $805K. The position accounts for 0.3% of the portfolio, ranked #65.

HMS Capital Management first reported a position in USFD in Q2 2023 and has held it in 13 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

HMS Capital Management held 7,872 shares of US Foods worth $805K as of Q2 2026.
HMS Capital Management sold 71 US Foods shares in Q2 2026, an estimated $6.33K.
US Foods made up 0.3% of HMS Capital Management's portfolio in Q2 2026, its #65 holding.
HMS Capital Management first reported a position in US Foods in Q2 2023 and has held it in 13 quarters since.
669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.