Key Financial Inc’s US Foods USFD Stock Holding History

Key Financial Inc’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	–	Sell	-10	Closed	-$753	–	1469
2025 Q4	$753	Hold	10	–	–	﹤0.01%	1284
2025 Q3	$753	Buy	+10	New	+$795	﹤0.01%	1298

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

Key Financial Inc's USFD Position: Q1 2026 in Review

Key Financial Inc sold out of US Foods (USFD) in Q1 2026, closing a stake of 10 shares — an estimated $753 sold.

Key Financial Inc first reported a position in USFD in Q3 2025 and held it in 2 quarters. The position peaked at $753 in Q4 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Key Financial Inc reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 10 US Foods shares in Q1 2026, an estimated $753.
Key Financial Inc first reported a position in US Foods in Q3 2025 and held it in 2 quarters.
Key Financial Inc's US Foods position peaked at $753 in Q4 2025.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.