MA
USFD icon

Montag & Associates’s US Foods USFD Stock Holding History

Montag & Associates’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 		$1.54K Hold
15
– – ﹤0.01% 894
2026
Q1 		$1.36K Sell
15
-2
-12% -$177 ﹤0.01% 877
2025
Q4 		$1.27K Sell
17
-1
-6% -$75 ﹤0.01% 906
2025
Q3 		$1.4K Hold
18
– – ﹤0.01% 967
2025
Q2 		$1.4K Hold
18
– – ﹤0.01% 889
2025
Q1 		$1.19K Hold
18
– – ﹤0.01% 935
2024
Q4 		$1.23K Buy
+18
New +$1.18K ﹤0.01% 931

Other funds holding USFD

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Montag & Associates's USFD Position: Q2 2026 in Review

Montag & Associates held its US Foods (USFD) position steady in Q2 2026 at 15 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Montag & Associates first reported a position in USFD in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Montag & Associates held 15 shares of US Foods worth $1.54K as of Q2 2026.
  • Montag & Associates left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #894 holding.
  • Montag & Associates first reported a position in US Foods in Q4 2024 and has held it in 7 quarters since.
  • 294 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.