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Kestra Investment Management’s US Foods USFD Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-58
Closed -$4.47K – 734
2025
Q2 		$4.47K Sell
58
-23
-28% -$1.64K ﹤0.01% 606
2025
Q1 		$5.3K Buy
+81
New +$5.54K ﹤0.01% 676

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kestra Investment Management's USFD Position: Q3 2025 in Review

Kestra Investment Management sold out of US Foods (USFD) in Q3 2025, closing a stake of 58 shares — an estimated $4.47K sold.

Kestra Investment Management first reported a position in USFD in Q1 2025 and held it in 2 quarters. The position peaked at $5.3K in Q1 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Kestra Investment Management reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 58 US Foods shares in Q3 2025, an estimated $4.47K.
  • Kestra Investment Management first reported a position in US Foods in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's US Foods position peaked at $5.3K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.