MOTCO’s US Foods USFD Stock Holding History

MOTCO’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 Q3	$369	Hold	4	–	–	﹤0.01%	764
2026 Q2	$409	Buy	+4	New	+$357	﹤0.01%	712
2025 Q3	–	Sell	-48	Closed	-$4K	–	686
2025 Q2	$4K	Buy	+48	New	+$3.42K	﹤0.01%	484
2024 Q1	–	Sell	-42	Closed	-$1.91K	–	781
2023 Q4	$1.91K	Hold	42	–	–	﹤0.01%	595
2023 Q3	$1.67K	Hold	42	–	–	﹤0.01%	661
2023 Q2	$1.85K	Buy	+42	New	+$1.67K	﹤0.01%	663

Other funds holding USFD

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MOTCO's USFD Position: Q3 2026 in Review

MOTCO held its US Foods (USFD) position steady in Q3 2026 at 4 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #764.

MOTCO first reported a position in USFD in Q2 2023 and has held it in 6 quarters since. The position peaked at $4K in Q2 2025. 415 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

MOTCO held 4 shares of US Foods worth $369 as of Q3 2026.
MOTCO left its US Foods share count unchanged in Q3 2026.
US Foods made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #764 holding.
MOTCO first reported a position in US Foods in Q2 2023 and has held it in 6 quarters since.
MOTCO's US Foods position peaked at $4K in Q2 2025.
415 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.