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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Jag Capital Management reduced its US Foods (USFD) stake by 15% in Q2 2026, selling an estimated $81.9K and leaving 5,057 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #83.

Jag Capital Management first reported a position in USFD in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.1M in Q4 2024. 671 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Jag Capital Management held 5,057 shares of US Foods worth $517K as of Q2 2026.
  • Jag Capital Management sold 918 US Foods shares in Q2 2026, an estimated $81.9K.
  • US Foods made up 0.05% of Jag Capital Management's portfolio in Q2 2026, its #83 holding.
  • Jag Capital Management first reported a position in US Foods in Q2 2024 and has held it in 8 quarters since.
  • Jag Capital Management's US Foods position peaked at $16.1M in Q4 2024.
  • 671 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.