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LVW Advisors’s US Foods USFD Stock Holding History

LVW 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
Q2 		$429K Buy
4,195
+95
+2% +$8.47K 0.04% 263
2026
Q1 		$378K Buy
+4,100
New +$363K 0.04% 267

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

LVW Advisors's USFD Position: Q2 2026 in Review

LVW Advisors increased its US Foods (USFD) stake by 2.3% in Q2 2026, buying an estimated $8.47K and bringing the position to 4,195 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #263.

LVW Advisors first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • LVW Advisors held 4,195 shares of US Foods worth $429K as of Q2 2026.
  • LVW Advisors bought 95 US Foods shares in Q2 2026, an estimated $8.47K.
  • US Foods made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #263 holding.
  • LVW Advisors first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.