Jag Capital Management’s US Foods USFD Stock Holding History

Jag 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	$588K	Buy	6,378 +1,321	+26%	+$134K	0.05%	75
2026 Q2	$517K	Sell	5,057 -918	-15%	-$81.9K	0.05%	83
2026 Q1	$551K	Buy	+5,975	New	+$529K	0.06%	77
2025 Q4	–	Sell	-12,124	Closed	-$929K	–	163
2025 Q3	$929K	Sell	12,124 -168,218	-93%	-$13.4M	0.1%	68
2025 Q2	$13.9M	Sell	180,342 -5,965	-3%	-$426K	1.55%	23
2025 Q1	$12.2M	Sell	186,307 -52,961	-22%	-$3.62M	1.62%	19
2024 Q4	$16.1M	Buy	239,268 +70,041	+41%	+$4.6M	2.25%	15
2024 Q3	$10.4M	Buy	169,227 +164,060	+3,175%	+$9.18M	1.26%	28
2024 Q2	$274K	Buy	+5,167	New	+$272K	0.04%	103

Other funds holding USFD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

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

Jag Capital Management increased its US Foods (USFD) stake by 26% in Q3 2026, buying an estimated $134K and bringing the position to 6,378 shares worth $588K. The position accounts for 0.05% of the portfolio, ranked #75.

Jag Capital Management first reported a position in USFD in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.1M in Q4 2024. 305 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Jag Capital Management held 6,378 shares of US Foods worth $588K as of Q3 2026.
Jag Capital Management bought 1,321 US Foods shares in Q3 2026, an estimated $134K.
US Foods made up 0.05% of Jag Capital Management's portfolio in Q3 2026, its #75 holding.
Jag Capital Management first reported a position in US Foods in Q2 2024 and has held it in 9 quarters since.
Jag Capital Management's US Foods position peaked at $16.1M in Q4 2024.
305 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Jag Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.