Matrix Trust Company’s US Foods USFD Stock Holding History

Matrix Trust Company’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	–	Sell	-278	Closed	-$26K	–	178
2026 Q1	$26K	Buy	278 +16	+6%	+$1.42K	﹤0.01%	102
2025 Q4	$20K	Buy	262 +2	+0.8%	+$150	﹤0.01%	156
2025 Q3	$20K	Sell	260 -58	-18%	-$4.61K	﹤0.01%	186
2025 Q2	$24K	Sell	318 -13	-4%	-$927	﹤0.01%	185
2025 Q1	$22K	Buy	331 +22	+7%	+$1.5K	﹤0.01%	176
2024 Q4	$21K	Sell	309 -83	-21%	-$5.45K	﹤0.01%	183
2024 Q3	$24K	Buy	392 +11	+3%	+$616	﹤0.01%	124
2024 Q2	$20K	Buy	+381	New	+$20K	﹤0.01%	77

Other funds holding USFD

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Matrix Trust Company's USFD Position: Q2 2026 in Review

Matrix Trust Company sold out of US Foods (USFD) in Q2 2026, closing a stake of 278 shares — an estimated $26K sold.

Matrix Trust Company first reported a position in USFD in Q2 2024 and held it in 8 quarters. The position peaked at $26K in Q1 2026. 82 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Matrix Trust Company reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
Matrix Trust Company sold 278 US Foods shares in Q2 2026, an estimated $26K.
Matrix Trust Company first reported a position in US Foods in Q2 2024 and held it in 8 quarters.
Matrix Trust Company's US Foods position peaked at $26K in Q1 2026.
82 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.