LPL Financial’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.67M Buy
104,816
+2,701
+3% +$239K ﹤0.01% 2022
2025
Q4
$7.69M Buy
102,115
+3,879
+4% +$291K ﹤0.01% 2160
2025
Q3
$7.53M Sell
98,236
-3,340
-3% -$266K ﹤0.01% 2136
2025
Q2
$7.82M Sell
101,576
-17,468
-15% -$1.25M ﹤0.01% 1942
2025
Q1
$7.79M Buy
119,044
+10,446
+10% +$714K ﹤0.01% 1791
2024
Q4
$7.33M Buy
108,598
+11,735
+12% +$770K ﹤0.01% 1777
2024
Q3
$5.96M Sell
96,863
-1,118
-1% -$62.6K ﹤0.01% 1841
2024
Q2
$5.19M Buy
97,981
+3,120
+3% +$164K ﹤0.01% 1813
2024
Q1
$5.12M Buy
94,861
+4,798
+5% +$236K ﹤0.01% 1761
2023
Q4
$4.09M Buy
90,063
+3,031
+3% +$125K ﹤0.01% 1820
2023
Q3
$3.46M Buy
87,032
+1,259
+1% +$52.2K ﹤0.01% 1842
2023
Q2
$3.77M Buy
85,773
+625
+0.7% +$24.8K ﹤0.01% 1751
2023
Q1
$3.15M Sell
85,148
-2,983
-3% -$111K ﹤0.01% 1812
2022
Q4
$3M Buy
88,131
+2,570
+3% +$82.2K ﹤0.01% 1776
2022
Q3
$2.26M Buy
85,561
+14,960
+21% +$464K ﹤0.01% 1883
2022
Q2
$2.17M Buy
70,601
+5,959
+9% +$202K ﹤0.01% 1963
2022
Q1
$2.43M Buy
64,642
+31,085
+93% +$1.13M ﹤0.01% 1901
2021
Q4
$1.17M Sell
33,557
-7,967
-19% -$277K ﹤0.01% 2526
2021
Q3
$1.44M Sell
41,524
-83,520
-67% -$2.86M ﹤0.01% 2306
2021
Q2
$4.8M Buy
125,044
+4,281
+4% +$166K ﹤0.01% 1366
2021
Q1
$4.6M Sell
120,763
-17,491
-13% -$632K 0.01% 1286
2020
Q4
$4.61M Sell
138,254
-4,870
-3% -$139K 0.01% 1162
2020
Q3
$3.18M Buy
143,124
+8,498
+6% +$191K 0.01% 1192
2020
Q2
$2.65M Buy
134,626
+50,461
+60% +$965K ﹤0.01% 1197
2020
Q1
$1.49M Buy
84,165
+68,305
+431% +$2.29M ﹤0.01% 1367
2019
Q4
$664K Buy
15,860
+2,687
+20% +$108K ﹤0.01% 2131
2019
Q3
$541K Buy
13,173
+1,536
+13% +$59.3K ﹤0.01% 2203
2019
Q2
$416K Sell
11,637
-562
-5% -$20.4K ﹤0.01% 2420
2019
Q1
$426K Buy
12,199
+238
+2% +$8.16K ﹤0.01% 2354
2018
Q4
$378K Sell
11,961
-1,669
-12% -$51.5K ﹤0.01% 2280
2018
Q3
$420K Buy
13,630
+1,134
+9% +$39.2K ﹤0.01% 2378
2018
Q2
$473K Buy
12,496
+116
+0.9% +$4.11K ﹤0.01% 2238
2018
Q1
$406K Buy
+12,380
New +$405K ﹤0.01% 2338

Other funds holding USFD

LPL Financial's USFD Position: Q1 2026 in Review

LPL Financial increased its US Foods (USFD) stake by 2.6% in Q1 2026, buying an estimated $239K and bringing the position to 104,816 shares worth $9.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

LPL Financial first reported a position in USFD in Q1 2018 and has held it in 33 quarters since. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • LPL Financial held 104,816 shares of US Foods worth $9.67M as of Q1 2026.
  • LPL Financial bought 2,701 US Foods shares in Q1 2026, an estimated $239K.
  • US Foods made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2022 holding.
  • LPL Financial first reported a position in US Foods in Q1 2018 and has held it in 33 quarters since.
  • 673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.