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 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

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

HMS Capital Management's USFD Position: Q1 2026 in Review

HMS Capital Management increased its US Foods (USFD) stake by 4.3% in Q1 2026, buying an estimated $29.2K and bringing the position to 7,943 shares worth $732K. The position accounts for 0.28% of the portfolio, ranked #64.

HMS Capital Management first reported a position in USFD in Q2 2023 and has held it in 12 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

HMS Capital Management held 7,943 shares of US Foods worth $732K as of Q1 2026.
HMS Capital Management bought 330 US Foods shares in Q1 2026, an estimated $29.2K.
US Foods made up 0.28% of HMS Capital Management's portfolio in Q1 2026, its #64 holding.
HMS Capital Management first reported a position in US Foods in Q2 2023 and has held it in 12 quarters since.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.