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Kestra Private Wealth Services’s US Foods USFD Stock Holding History

Kestra Private Wealth 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 		$260K Buy
+2,823
New +$250K ﹤0.01% 1515
2025
Q3 		– Sell
-2,630
Closed -$203K – 1755
2025
Q2 		$203K Sell
2,630
-741
-22% -$52.9K ﹤0.01% 1499
2025
Q1 		$221K Buy
+3,371
New +$230K ﹤0.01% 1345

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 Private Wealth Services's USFD Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in US Foods (USFD) in Q1 2026: 2,823 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in USFD as recently as Q2 2025.

Kestra Private Wealth Services first reported a position in USFD in Q1 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Kestra Private Wealth Services held 2,823 shares of US Foods worth $260K as of Q1 2026.
  • US Foods was a new Kestra Private Wealth Services position in Q1 2026.
  • US Foods made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1515 holding.
  • Kestra Private Wealth Services first reported a position in US Foods in Q1 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.