Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s US Foods USFD Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-6,016
Closed -$461K – 1274
2025
Q3 		$461K Buy
6,016
+2,221
+59% +$177K ﹤0.01% 1064
2025
Q2 		$292K Buy
3,795
+422
+13% +$30.1K ﹤0.01% 1148
2025
Q1 		$221K Buy
3,373
+226
+7% +$15.4K ﹤0.01% 1152
2024
Q4 		$212K Buy
+3,147
New +$207K ﹤0.01% 1154
2020
Q3 		– Sell
-98,000
Closed -$1.93M – 421
2020
Q2 		$1.93M Buy
98,000
+10,930
+13% +$209K 0.06% 188
2020
Q1 		$1.54M Sell
87,070
-577,944
-87% -$19.4M 0.06% 199
2019
Q4 		$27.9M Sell
665,014
-8,095
-1% -$325K 0.81% 36
2019
Q3 		$27.7M Buy
673,109
+50,922
+8% +$1.97M 0.88% 32
2019
Q2 		$22.3M Sell
622,187
-352,657
-36% -$12.8M 0.7% 33
2019
Q1 		$34M Buy
974,844
+177,724
+22% +$6.1M 1.08% 30
2018
Q4 		$31M Buy
+797,120
New +$24.6M 1.22% 29

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kovitz Investment Group Partners's USFD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of US Foods (USFD) in Q4 2025, closing a stake of 6,016 shares — an estimated $461K sold.

Kovitz Investment Group Partners first reported a position in USFD in Q4 2018 and held it in 11 quarters. The position peaked at $34M in Q1 2019. 648 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,016 US Foods shares in Q4 2025, an estimated $461K.
  • Kovitz Investment Group Partners first reported a position in US Foods in Q4 2018 and held it in 11 quarters.
  • Kovitz Investment Group Partners's US Foods position peaked at $34M in Q1 2019.
  • 648 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.