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Mount Yale Investment Advisors’s US Foods USFD Stock Holding History

Mount Yale 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
Q2 		$2.31M Buy
22,555
+1,533
+7% +$137K 0.04% 380
2026
Q1 		$1.94M Buy
21,022
+16,357
+351% +$1.45M 0.05% 374
2025
Q4 		$351K Buy
4,665
+61
+1% +$4.58K 0.02% 548
2025
Q3 		$353K Sell
4,604
-15,005
-77% -$1.19M 0.02% 485
2025
Q2 		$1.51M Sell
19,609
-3,369
-15% -$240K 0.12% 154
2025
Q1 		$1.5M Sell
22,978
-564
-2% -$38.5K 0.13% 143
2024
Q4 		$1.59M Buy
23,542
+46
+0.2% +$3.02K 0.13% 145
2024
Q3 		$1.45M Buy
23,496
+11,431
+95% +$640K 0.14% 154
2024
Q2 		$639K Buy
12,065
+1,431
+13% +$75.3K 0.05% 297
2024
Q1 		$574K Buy
10,634
+286
+3% +$14.1K 0.04% 325
2023
Q4 		$470K Sell
10,348
-230
-2% -$9.51K 0.04% 325
2023
Q3 		$420K Sell
10,578
-22
-0.2% -$912 0.05% 331
2023
Q2 		$466K Sell
10,600
-153
-1% -$6.07K 0.05% 319
2023
Q1 		$397K Buy
10,753
+3,311
+44% +$123K 0.04% 331
2022
Q4 		$253K Buy
+7,442
New +$238K 0.03% 387
2022
Q3 		– Sell
-8,689
Closed -$267K – 482
2022
Q2 		$267K Buy
8,689
+1,057
+14% +$35.7K 0.03% 378
2022
Q1 		$287K Buy
+7,632
New +$278K 0.03% 376
2021
Q4 		– Sell
-15,289
Closed -$530K – 497
2021
Q3 		$530K Sell
15,289
-8,236
-35% -$283K 0.06% 273
2021
Q2 		$902K Buy
23,525
+3,081
+15% +$120K 0.11% 199
2021
Q1 		$779K Buy
20,444
+7,159
+54% +$259K 0.1% 211
2020
Q4 		$443K Buy
13,285
+67
+0.5% +$1.91K 0.06% 261
2020
Q3 		$294K Buy
+13,218
New +$297K 0.04% 281

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 $3.38T AUM 44.17% 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 Yale Investment Advisors's USFD Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its US Foods (USFD) stake by 7.3% in Q2 2026, buying an estimated $137K and bringing the position to 22,555 shares worth $2.31M. The position accounts for 0.04% of the portfolio, ranked #380.

Mount Yale Investment Advisors first reported a position in USFD in Q3 2020 and has held it in 22 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Mount Yale Investment Advisors held 22,555 shares of US Foods worth $2.31M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,533 US Foods shares in Q2 2026, an estimated $137K.
  • US Foods made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #380 holding.
  • Mount Yale Investment Advisors first reported a position in US Foods in Q3 2020 and has held it in 22 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.