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Kestra Advisory Services’s US Foods USFD Stock Holding History

Kestra Advisory Services’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 		$4.72M Buy
51,184
+1,136
+2% +$101K 0.02% 826
2025
Q4 		$3.77M Buy
50,048
+2,175
+5% +$163K 0.02% 896
2025
Q3 		$3.67M Buy
47,873
+17,677
+59% +$1.41M 0.02% 838
2025
Q2 		$2.33M Buy
30,196
+939
+3% +$67K 0.01% 1004
2025
Q1 		$1.92M Buy
29,257
+1,845
+7% +$126K 0.01% 1005
2024
Q4 		$1.85M Sell
27,412
-485
-2% -$31.8K 0.01% 1041
2024
Q3 		$1.72M Buy
27,897
+16,704
+149% +$935K 0.01% 1031
2024
Q2 		$593K Buy
+11,193
New +$589K ﹤0.01% 1663

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

Kestra Advisory Services's USFD Position: Q1 2026 in Review

Kestra Advisory Services increased its US Foods (USFD) stake by 2.3% in Q1 2026, buying an estimated $101K and bringing the position to 51,184 shares worth $4.72M. The position accounts for 0.02% of the portfolio, ranked #826.

Kestra Advisory Services first reported a position in USFD in Q2 2024 and has held it in 8 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Kestra Advisory Services held 51,184 shares of US Foods worth $4.72M as of Q1 2026.
  • Kestra Advisory Services bought 1,136 US Foods shares in Q1 2026, an estimated $101K.
  • US Foods made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #826 holding.
  • Kestra Advisory Services first reported a position in US Foods in Q2 2024 and has held it in 8 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.