JCM
USFD icon

Junto Capital Management’s US Foods USFD Stock Holding History

Junto 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 		$70.9M Buy
+693,604
New +$61.9M 1.24% 31

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

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

Junto Capital Management opened a new position in US Foods (USFD) in Q2 2026: 693,604 shares worth $70.9M. The stake represents 1.24% of the portfolio and ranks #31 among its holdings.

664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Junto Capital Management held 693,604 shares of US Foods worth $70.9M as of Q2 2026.
  • US Foods was a new Junto Capital Management position in Q2 2026.
  • US Foods made up 1.24% of Junto Capital Management's portfolio in Q2 2026, its #31 holding.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.