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 Q3	$708K	Sell	7,680 -192	-2%	-$19.4K	0.27%	68
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%	-$9.8K	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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

HMS Capital Management's USFD Position: Q3 2026 in Review

HMS Capital Management reduced its US Foods (USFD) stake by 2.4% in Q3 2026, selling an estimated $19.4K and leaving 7,680 shares worth $708K. The position accounts for 0.27% of the portfolio, ranked #68.

HMS Capital Management first reported a position in USFD in Q2 2023 and has held it in 14 quarters since. The position peaked at $805K in Q2 2026. 108 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

HMS Capital Management held 7,680 shares of US Foods worth $708K as of Q3 2026.
HMS Capital Management sold 192 US Foods shares in Q3 2026, an estimated $19.4K.
US Foods made up 0.27% of HMS Capital Management's portfolio in Q3 2026, its #68 holding.
HMS Capital Management first reported a position in US Foods in Q2 2023 and has held it in 14 quarters since.
HMS Capital Management's US Foods position peaked at $805K in Q2 2026.
108 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.