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LRI Investments’s US Foods USFD Stock Holding History

LRI Investments’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
Q2 		$6.95K Sell
68
-150
-69% -$13.4K ﹤0.01% 1070
2026
Q1 		$20.1K Buy
218
+33
+18% +$2.92K ﹤0.01% 692
2025
Q4 		$13.9K Hold
185
– – ﹤0.01% 783
2025
Q3 		$14.2K Hold
185
– – ﹤0.01% 797
2025
Q2 		$14.2K Buy
185
+135
+270% +$9.63K ﹤0.01% 769
2025
Q1 		$3.27K Hold
50
– – ﹤0.01% 1030
2024
Q4 		$3.37K Hold
50
– – ﹤0.01% 999
2024
Q3 		$3.3K Hold
50
– – ﹤0.01% 1005
2024
Q2 		$2.65K Hold
50
– – ﹤0.01% 1014
2024
Q1 		$2.7K Buy
+50
New +$2.46K ﹤0.01% 710

Other funds holding USFD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

LRI Investments's USFD Position: Q2 2026 in Review

LRI Investments reduced its US Foods (USFD) stake by 69% in Q2 2026, selling an estimated $13.4K and leaving 68 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

LRI Investments first reported a position in USFD in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.1K in Q1 2026. 221 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • LRI Investments held 68 shares of US Foods worth $6.95K as of Q2 2026.
  • LRI Investments sold 150 US Foods shares in Q2 2026, an estimated $13.4K.
  • US Foods made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1070 holding.
  • LRI Investments first reported a position in US Foods in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's US Foods position peaked at $20.1K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.