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Moneta Group Investment Advisors’s US Foods USFD Stock Holding History

Moneta Group Investment 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
Q1 		– Sell
-4,448
Closed -$335K – 857
2025
Q4 		$335K Buy
+4,448
New +$334K ﹤0.01% 606

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Moneta Group Investment Advisors's USFD Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of US Foods (USFD) in Q1 2026, closing a stake of 4,448 shares — an estimated $335K sold.

Moneta Group Investment Advisors first reported a position in USFD in Q4 2025 and held it in 1 quarter. The position peaked at $335K in Q4 2025. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,448 US Foods shares in Q1 2026, an estimated $335K.
  • Moneta Group Investment Advisors first reported a position in US Foods in Q4 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's US Foods position peaked at $335K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.