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	$450K	Buy	4,400 +1,400	+47%	+$125K	﹤0.01%	4230
2026 Q1	$277K	Buy	+3,000	New	+$266K	﹤0.01%	4125
2021 Q4	–	Sell	-6,100	Closed	-$211K	–	4921
2021 Q3	$211K	Buy	6,100 +100	+2%	+$3.43K	﹤0.01%	3933
2021 Q2	$230K	Buy	+6,000	New	+$233K	﹤0.01%	3693
2021 Q1	–	Sell	-8,200	Closed	-$273K	–	4261
2020 Q4	$273K	Sell	8,200 -26,000	-76%	-$742K	﹤0.01%	2937
2020 Q3	$760K	Buy	+34,200	New	+$770K	﹤0.01%	1948

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.