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

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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. 664 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.
664 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.