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Oak Thistle LLC’s US Foods USFD Stock Holding History

Oak Thistle LLC’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
-13,800
Closed -$1.27M – 641
2026
Q1 		$1.27M Sell
13,800
-14,527
-51% -$1.29M 0.12% 297
2025
Q4 		$2.13M Buy
28,327
+607
+2% +$45.6K 0.3% 100
2025
Q3 		$2.12M Sell
27,720
-708
-2% -$56.3K 0.32% 96
2025
Q2 		$2.19M Sell
28,428
-6,353
-18% -$453K 0.32% 99
2025
Q1 		$2.28M Buy
+34,781
New +$2.38M 0.46% 57
2024
Q4 		– Sell
-7,144
Closed -$439K – 561
2024
Q3 		$439K Buy
+7,144
New +$400K 0.14% 272
2024
Q1 		– Sell
-36,098
Closed -$1.64M – 520
2023
Q4 		$1.64M Buy
+36,098
New +$1.49M 0.47% 44

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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

Oak Thistle LLC's USFD Position: Q2 2026 in Review

Oak Thistle LLC sold out of US Foods (USFD) in Q2 2026, closing a stake of 13,800 shares — an estimated $1.27M sold.

Oak Thistle LLC first reported a position in USFD in Q4 2023 and held it in 7 quarters. The position peaked at $2.28M in Q1 2025. 665 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Oak Thistle LLC reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 13,800 US Foods shares in Q2 2026, an estimated $1.27M.
  • Oak Thistle LLC first reported a position in US Foods in Q4 2023 and held it in 7 quarters.
  • Oak Thistle LLC's US Foods position peaked at $2.28M in Q1 2025.
  • 665 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.