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JPL Wealth Management’s US Foods USFD Stock Holding History

JPL Wealth 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
Q1 		$4.98K Buy
+54
New +$4.78K ﹤0.01% 700
2025
Q4 		– Sell
-66
Closed -$5.06K – 1074
2025
Q3 		$5.06K Buy
+66
New +$5.25K ﹤0.01% 665

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JPL Wealth Management's USFD Position: Q1 2026 in Review

JPL Wealth Management opened a new position in US Foods (USFD) in Q1 2026: 54 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in USFD as recently as Q3 2025.

JPL Wealth Management first reported a position in USFD in Q3 2025 and has held it in 2 quarters since. The position peaked at $5.06K in Q3 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • JPL Wealth Management held 54 shares of US Foods worth $4.98K as of Q1 2026.
  • US Foods was a new JPL Wealth Management position in Q1 2026.
  • US Foods made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #700 holding.
  • JPL Wealth Management first reported a position in US Foods in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's US Foods position peaked at $5.06K in Q3 2025.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.