Makena Capital Management’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
232,316
+8,683
| +4% | +$669K | 1.79% | 20 |
|
|
2025
Q1 | $14.6M | Buy |
223,633
+84,309
| +61% | +$5.52M | 1.51% | 18 |
|
|
2024
Q4 | $9.4M | Buy |
139,324
+3,573
| +3% | +$241K | 1.52% | 21 |
|
|
2024
Q3 | $8.35M | Sell |
135,751
-114,786
| -46% | -$7.06M | 2% | 32 |
|
|
2024
Q2 | $13.3M | Hold |
250,537
| – | – | 3.08% | 11 |
|
|
2024
Q1 | $13.5M | Sell |
250,537
-47,780
| -16% | -$2.58M | 3.15% | 8 |
|
|
2023
Q4 | $13.5M | Buy |
+298,317
| New | +$13.5M | 3.07% | 11 |
|