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John Overdeck’s US Foods USFD Stock Holding History

John Overdeck’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 		$4.32M Sell
42,247
-20,600
-33% -$1.84M ﹤0.01% 2276
2026
Q1 		$5.8M Buy
62,847
+20,600
+49% +$1.82M ﹤0.01% 1842
2025
Q4 		$3.18M Buy
+42,247
New +$3.17M ﹤0.01% 2099
2024
Q1 		– Sell
-42,566
Closed -$1.93M – 3409
2023
Q4 		$1.93M Buy
42,566
+766
+2% +$31.7K ﹤0.01% 1588
2023
Q3 		$1.66M Hold
41,800
– – ﹤0.01% 1548
2023
Q2 		$1.84M Hold
41,800
– – ﹤0.01% 1492
2023
Q1 		$1.54M Sell
41,800
-49,700
-54% -$1.84M ﹤0.01% 1585
2022
Q4 		$3.11M Buy
+91,500
New +$2.93M 0.01% 1095
2021
Q3 		– Sell
-87,039
Closed -$2.99M – 4741
2021
Q2 		$3.34M Sell
87,039
-464,292
-84% -$18M 0.01% 1470
2021
Q1 		$21M Buy
551,331
+306,782
+125% +$11.1M 0.05% 414
2020
Q4 		$8.15M Sell
244,549
-691,857
-74% -$19.7M 0.02% 677
2020
Q3 		$20.8M Sell
936,406
-116,542
-11% -$2.62M 0.07% 287
2020
Q2 		$20.8M Buy
1,052,948
+262,229
+33% +$5.01M 0.1% 205
2020
Q1 		$14M Sell
790,719
-83,851
-10% -$2.81M 0.11% 182
2019
Q4 		$36.6M Sell
874,570
-727,780
-45% -$29.2M 0.11% 206
2019
Q3 		$65.9M Buy
1,602,350
+193,998
+14% +$7.49M 0.22% 109
2019
Q2 		$50.4M Buy
1,408,352
+127,872
+10% +$4.65M 0.17% 143
2019
Q1 		$44.7M Buy
1,280,480
+676,864
+112% +$23.2M 0.14% 179
2018
Q4 		$19.1M Sell
603,616
-254,293
-30% -$7.84M 0.07% 345
2018
Q3 		$26.4M Sell
857,909
-1,555,322
-64% -$53.8M 0.07% 353
2018
Q2 		$91.3M Sell
2,413,231
-568,539
-19% -$20.1M 0.27% 79
2018
Q1 		$97.7M Buy
2,981,770
+407,958
+16% +$13.3M 0.33% 68
2017
Q4 		$82.2M Buy
2,573,812
+474,352
+23% +$13.4M 0.27% 85
2017
Q3 		$56.1M Buy
2,099,460
+723,076
+53% +$19.8M 0.2% 138
2017
Q2 		$37.5M Buy
1,376,384
+281,660
+26% +$8.01M 0.14% 189
2017
Q1 		$30.6M Buy
1,094,724
+717,875
+190% +$19.5M 0.1% 262
2016
Q4 		$10.4M Buy
+376,849
New +$9.05M 0.04% 518

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

John Overdeck's USFD Position: Q2 2026 in Review

John Overdeck reduced its US Foods (USFD) stake by 33% in Q2 2026, selling an estimated $1.84M and leaving 42,247 shares worth $4.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

John Overdeck first reported a position in USFD in Q4 2016 and has held it in 27 quarters since. The position peaked at $97.7M in Q1 2018. 663 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • John Overdeck held 42,247 shares of US Foods worth $4.32M as of Q2 2026.
  • John Overdeck sold 20,600 US Foods shares in Q2 2026, an estimated $1.84M.
  • US Foods made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2276 holding.
  • John Overdeck first reported a position in US Foods in Q4 2016 and has held it in 27 quarters since.
  • John Overdeck's US Foods position peaked at $97.7M in Q1 2018.
  • 663 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.