Perpetual Ltd’s US Foods USFD Stock Holding History

Perpetual Ltd’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
2025 Q4	–	Sell	-2,713	Closed	-$208K	–	468
2025 Q3	$208K	Sell	2,713 -161	-6%	-$12.8K	﹤0.01%	396
2025 Q2	$221K	Buy	+2,874	New	+$205K	﹤0.01%	407

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perpetual Ltd's USFD Position: Q4 2025 in Review

Perpetual Ltd sold out of US Foods (USFD) in Q4 2025, closing a stake of 2,713 shares — an estimated $208K sold.

Perpetual Ltd first reported a position in USFD in Q2 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

Perpetual Ltd reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
Perpetual Ltd sold 2,713 US Foods shares in Q4 2025, an estimated $208K.
Perpetual Ltd first reported a position in US Foods in Q2 2025 and held it in 2 quarters.
Perpetual Ltd's US Foods position peaked at $221K in Q2 2025.
647 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Perpetual Ltd's 13F filing for Q4 2025, filed 20 Jan 2026.