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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
2021
Q1 		– Sell
-8,100
Closed -$270K – 4260
2020
Q4 		$270K Sell
8,100
-22,400
-73% -$639K ﹤0.01% 2946
2020
Q3 		$678K Buy
+30,500
New +$686K ﹤0.01% 2024

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.