Oliver Luxxe Assets’s US Foods USFD Stock Holding History

Oliver Luxxe Assets’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	$5.91M	Sell	57,761 -50	-0.1%	-$4.46K	0.87%	45
2026 Q1	$5.33M	Buy	57,811 +1,147	+2%	+$102K	0.8%	45
2025 Q4	$4.27M	Buy	56,664 +3,601	+7%	+$270K	0.65%	53
2025 Q3	$4.07M	Buy	53,063 +2,270	+4%	+$180K	0.64%	58
2025 Q2	$3.91M	Buy	50,793 +376	+0.7%	+$26.8K	0.7%	56
2025 Q1	$3.3M	Sell	50,417 -66,379	-57%	-$4.54M	0.61%	61
2024 Q4	$7.48M	Buy	116,796 +49,804	+74%	+$3.27M	0.66%	53
2024 Q3	$4.12M	Buy	66,992 +1,226	+2%	+$68.6K	0.74%	53
2024 Q2	$3.48M	Buy	65,766 +847	+1%	+$44.6K	0.74%	51
2024 Q1	$3.5M	Buy	64,919 +674	+1%	+$33.2K	0.73%	51
2023 Q4	$2.92M	Buy	64,245 +1,671	+3%	+$69.1K	0.69%	52
2023 Q3	$2.48M	Buy	62,574 +1,444	+2%	+$59.8K	0.64%	54
2023 Q2	$2.69M	Buy	61,130 +39,557	+183%	+$1.57M	0.67%	50
2023 Q1	$797K	Buy	21,573 +1,123	+5%	+$41.6K	0.21%	103
2022 Q4	$696K	Buy	20,450 +906	+5%	+$29K	0.19%	111
2022 Q3	$517K	Buy	19,544 +686	+4%	+$21.3K	0.16%	119
2022 Q2	$579K	Buy	+18,858	New	+$638K	0.17%	119

Other funds holding USFD

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Oliver Luxxe Assets's USFD Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its US Foods (USFD) stake by 0.09% in Q2 2026, selling an estimated $4.46K and leaving 57,761 shares worth $5.91M. The position accounts for 0.87% of the portfolio, ranked #45.

Oliver Luxxe Assets first reported a position in USFD in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.48M in Q4 2024. 82 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Oliver Luxxe Assets held 57,761 shares of US Foods worth $5.91M as of Q2 2026.
Oliver Luxxe Assets sold 50 US Foods shares in Q2 2026, an estimated $4.46K.
US Foods made up 0.87% of Oliver Luxxe Assets's portfolio in Q2 2026, its #45 holding.
Oliver Luxxe Assets first reported a position in US Foods in Q2 2022 and has held it in 17 quarters since.
Oliver Luxxe Assets's US Foods position peaked at $7.48M in Q4 2024.
82 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.