Lido Advisors
USFD icon

Lido Advisors’s US Foods USFD Stock Holding History

Lido Advisors’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 		$487K Buy
5,275
+1,695
+47% +$150K ﹤0.01% 1315
2025
Q4 		$274K Buy
3,580
+36
+1% +$2.7K ﹤0.01% 1610
2025
Q3 		$272K Sell
3,544
-246
-6% -$19.6K ﹤0.01% 1537
2025
Q2 		$292K Buy
3,790
+314
+9% +$22.4K ﹤0.01% 1360
2025
Q1 		$228K Sell
3,476
-366
-10% -$25K ﹤0.01% 1334
2024
Q4 		$259K Sell
3,842
-1,070
-22% -$70.2K ﹤0.01% 1286
2024
Q3 		$302K Buy
+4,912
New +$275K ﹤0.01% 1163

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

Lido Advisors's USFD Position: Q1 2026 in Review

Lido Advisors increased its US Foods (USFD) stake by 47% in Q1 2026, buying an estimated $150K and bringing the position to 5,275 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Lido Advisors first reported a position in USFD in Q3 2024 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Lido Advisors held 5,275 shares of US Foods worth $487K as of Q1 2026.
  • Lido Advisors bought 1,695 US Foods shares in Q1 2026, an estimated $150K.
  • US Foods made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1315 holding.
  • Lido Advisors first reported a position in US Foods in Q3 2024 and has held it in 7 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.