J.W. Cole Advisors’s US Foods USFD Stock Holding History

J.W. Cole Advisors’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	$778K	Buy	+7,613	New	+$679K	0.01%	845
2026 Q1	–	Sell	-7,613	Closed	-$538K	–	1436
2025 Q4	$538K	Sell	7,613 -280	-4%	-$21K	0.01%	870
2025 Q3	$605K	Sell	7,893 -8	-0.1%	-$636	0.01%	922
2025 Q2	$608K	Buy	7,901 +440	+6%	+$31.4K	0.01%	851
2025 Q1	$488K	Buy	+7,461	New	+$510K	0.02%	777

Other funds holding USFD

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

J.W. Cole Advisors's USFD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in US Foods (USFD) in Q2 2026: 7,613 shares worth $778K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in USFD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in USFD in Q1 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

J.W. Cole Advisors held 7,613 shares of US Foods worth $778K as of Q2 2026.
US Foods was a new J.W. Cole Advisors position in Q2 2026.
US Foods made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #845 holding.
J.W. Cole Advisors first reported a position in US Foods in Q1 2025 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.