LPL Financial’s US Foods USFD Stock Holding History

LPL Financial’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
2020 Q3	–	Sell	-91,200	Closed	-$1.8M	–	3625
2020 Q2	$1.8M	Buy	+91,200	New	+$1.74M	﹤0.01%	1407

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

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.