Jupiter Asset Management’s US Foods USFD Stock Holding History

Jupiter Asset 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	$38M	Sell	411,909 -284,742	-41%	-$25.2M	0.2%	142
2025 Q4	$52.5M	Buy	696,651 +44,537	+7%	+$3.34M	0.42%	69
2025 Q3	$50M	Buy	652,114 +594,289	+1,028%	+$47.2M	0.43%	76
2025 Q2	$4.45M	Sell	57,825 -1,333,662	-96%	-$95.1M	0.04%	287
2025 Q1	$91.1M	Buy	+1,391,487	New	+$95.1M	0.87%	15
2024 Q3	–	Sell	-323,391	Closed	-$17.1M	–	491
2024 Q2	$17.1M	Sell	323,391 -831,096	-72%	-$43.7M	0.16%	176
2024 Q1	$62.3M	Buy	1,154,487 +7,613	+0.7%	+$375K	0.59%	40
2023 Q4	$52.1M	Sell	1,146,874 -202,780	-15%	-$8.39M	0.52%	48
2023 Q3	$53.6M	Buy	+1,349,654	New	+$55.9M	0.59%	38
2023 Q1	–	Sell	-66,767	Closed	-$2.27M	–	506
2022 Q4	$2.27M	Buy	+66,767	New	+$2.14M	0.03%	298

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jupiter Asset Management's USFD Position: Q1 2026 in Review

Jupiter Asset Management reduced its US Foods (USFD) stake by 41% in Q1 2026, selling an estimated $25.2M and leaving 411,909 shares worth $38M. The position accounts for 0.2% of the portfolio, ranked #142.

Jupiter Asset Management first reported a position in USFD in Q4 2022 and has held it in 10 quarters since. The position peaked at $91.1M in Q1 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Jupiter Asset Management held 411,909 shares of US Foods worth $38M as of Q1 2026.
Jupiter Asset Management sold 284,742 US Foods shares in Q1 2026, an estimated $25.2M.
US Foods made up 0.2% of Jupiter Asset Management's portfolio in Q1 2026, its #142 holding.
Jupiter Asset Management first reported a position in US Foods in Q4 2022 and has held it in 10 quarters since.
Jupiter Asset Management's US Foods position peaked at $91.1M in Q1 2025.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.