New York Life Investment Management’s US Foods USFD Stock Holding History

New York Life Investment 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	$3.07M	Buy	29,993 +3,038	+11%	+$271K	0.02%	466
2026 Q1	$2.49M	Buy	26,955 +7,342	+37%	+$650K	0.02%	505
2025 Q4	$1.48M	Sell	19,613 -2,847	-13%	-$214K	0.01%	551
2025 Q3	$1.72M	Sell	22,460 -658	-3%	-$52.3K	0.02%	568
2025 Q2	$1.78M	Sell	23,118 -797	-3%	-$56.9K	0.02%	551
2025 Q1	$1.57M	Sell	23,915 -53	-0.2%	-$3.62K	0.02%	578
2024 Q4	$1.62M	Sell	23,968 -2,344	-9%	-$154K	0.02%	580
2024 Q3	$1.62M	Sell	26,312 -1,509	-5%	-$84.4K	0.02%	615
2024 Q2	$1.47M	Buy	27,821 +2,528	+10%	+$133K	0.01%	616
2024 Q1	$1.37M	Sell	25,293 -675	-3%	-$33.3K	0.01%	617
2023 Q4	$1.18M	Buy	25,968 +1,220	+5%	+$50.5K	0.01%	626
2023 Q3	$982K	Buy	24,748 +13,778	+126%	+$571K	0.01%	630
2023 Q2	$483K	Buy	+10,970	New	+$435K	0.01%	748

Other funds holding USFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New York Life Investment Management's USFD Position: Q2 2026 in Review

New York Life Investment Management increased its US Foods (USFD) stake by 11% in Q2 2026, buying an estimated $271K and bringing the position to 29,993 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #466.

New York Life Investment Management first reported a position in USFD in Q2 2023 and has held it in 13 quarters since. 491 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

New York Life Investment Management held 29,993 shares of US Foods worth $3.07M as of Q2 2026.
New York Life Investment Management bought 3,038 US Foods shares in Q2 2026, an estimated $271K.
US Foods made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #466 holding.
New York Life Investment Management first reported a position in US Foods in Q2 2023 and has held it in 13 quarters since.
491 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.