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Moran Wealth Management’s US Foods USFD Stock Holding History

Moran Wealth Management’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 		$8.81M Sell
95,501
-3,892
-4% -$345K 0.27% 126
2025
Q4 		$7.49M Sell
99,393
-3,857
-4% -$290K 0.23% 139
2025
Q3 		$7.91M Sell
103,250
-1,434
-1% -$114K 0.24% 123
2025
Q2 		$8.06M Sell
104,684
-667
-0.6% -$47.6K 0.25% 124
2025
Q1 		$6.9M Buy
+105,351
New +$7.2M 0.23% 133

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

Moran Wealth Management's USFD Position: Q1 2026 in Review

Moran Wealth Management reduced its US Foods (USFD) stake by 3.9% in Q1 2026, selling an estimated $345K and leaving 95,501 shares worth $8.81M. The position accounts for 0.27% of the portfolio, ranked #126.

Moran Wealth Management first reported a position in USFD in Q1 2025 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Moran Wealth Management held 95,501 shares of US Foods worth $8.81M as of Q1 2026.
  • Moran Wealth Management sold 3,892 US Foods shares in Q1 2026, an estimated $345K.
  • US Foods made up 0.27% of Moran Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Moran Wealth Management first reported a position in US Foods in Q1 2025 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.