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Mount Lucas Management’s US Foods USFD Stock Holding History

Mount Lucas 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
Q2 		– Sell
-7,064
Closed -$651K – 185
2026
Q1 		$651K Buy
7,064
+318
+5% +$28.2K 0.24% 119
2025
Q4 		$508K Sell
6,746
-125
-2% -$9.39K 0.2% 147
2025
Q3 		$526K Sell
6,871
-533
-7% -$42.4K 0.22% 138
2025
Q2 		$570K Buy
+7,404
New +$528K 0.24% 131

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mount Lucas Management's USFD Position: Q2 2026 in Review

Mount Lucas Management sold out of US Foods (USFD) in Q2 2026, closing a stake of 7,064 shares — an estimated $651K sold.

Mount Lucas Management first reported a position in USFD in Q2 2025 and held it in 4 quarters. The position peaked at $651K in Q1 2026. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Mount Lucas Management reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Mount Lucas Management sold 7,064 US Foods shares in Q2 2026, an estimated $651K.
  • Mount Lucas Management first reported a position in US Foods in Q2 2025 and held it in 4 quarters.
  • Mount Lucas Management's US Foods position peaked at $651K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.