Keebeck Wealth Management’s US Foods USFD Stock Holding History

Keebeck 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	$2.75M	Sell	29,816 -1,434	-5%	-$127K	0.31%	86
2025 Q4	$2.35M	Sell	31,250 -500	-2%	-$37.5K	0.27%	97
2025 Q3	$2.43M	Hold	31,750	–	–	0.29%	95
2025 Q2	$2.45M	Hold	31,750	–	–	0.32%	83
2025 Q1	$2.08M	Hold	31,750	–	–	0.31%	91
2024 Q4	$2.14M	Hold	31,750	–	–	0.31%	85
2024 Q3	$1.95M	Hold	31,750	–	–	0.28%	93
2024 Q2	$1.68M	Hold	31,750	–	–	0.25%	101
2024 Q1	$1.71M	Hold	31,750	–	–	0.25%	108
2023 Q4	$1.44M	Hold	31,750	–	–	0.24%	106
2023 Q3	$1.26M	Sell	31,750 -5	-0%	-$207	0.22%	106
2023 Q2	$1.4M	Hold	31,755	–	–	0.19%	102
2023 Q1	$1.17M	Hold	31,755	–	–	0.19%	107
2022 Q4	$1.08M	Buy	31,755 +5	+0%	+$160	0.19%	111
2022 Q3	$839K	Hold	31,750	–	–	0.16%	113
2022 Q2	$974K	Sell	31,750 -23,070	-42%	-$780K	0.19%	114
2022 Q1	$2.06M	Hold	54,820	–	–	0.34%	75
2021 Q4	$1.91M	Hold	54,820	–	–	0.34%	72
2021 Q3	$1.9M	Hold	54,820	–	–	0.37%	62
2021 Q2	$2.1M	Hold	54,820	–	–	0.3%	68
2021 Q1	$2.09M	Hold	54,820	–	–	0.32%	61
2020 Q4	$1.83M	Hold	54,820	–	–	0.32%	60
2020 Q3	$1.22M	Hold	54,820	–	–	0.25%	69
2020 Q2	$1.08M	Buy	+54,820	New	+$1.05M	0.34%	58

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

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

Keebeck Wealth Management reduced its US Foods (USFD) stake by 4.6% in Q1 2026, selling an estimated $127K and leaving 29,816 shares worth $2.75M. The position accounts for 0.31% of the portfolio, ranked #86.

Keebeck Wealth Management first reported a position in USFD in Q2 2020 and has held it in 24 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Keebeck Wealth Management held 29,816 shares of US Foods worth $2.75M as of Q1 2026.
Keebeck Wealth Management sold 1,434 US Foods shares in Q1 2026, an estimated $127K.
US Foods made up 0.31% of Keebeck Wealth Management's portfolio in Q1 2026, its #86 holding.
Keebeck Wealth Management first reported a position in US Foods in Q2 2020 and has held it in 24 quarters since.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.