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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
Q2 		$291K Buy
2,850
+27
+1% +$2.41K ﹤0.01% 1504
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kestra Private Wealth Services's USFD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its US Foods (USFD) stake by 0.96% in Q2 2026, buying an estimated $2.41K and bringing the position to 2,850 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Kestra Private Wealth Services first reported a position in USFD in Q1 2025 and has held it in 4 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Kestra Private Wealth Services held 2,850 shares of US Foods worth $291K as of Q2 2026.
  • Kestra Private Wealth Services bought 27 US Foods shares in Q2 2026, an estimated $2.41K.
  • US Foods made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1504 holding.
  • Kestra Private Wealth Services first reported a position in US Foods in Q1 2025 and has held it in 4 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.