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Picton Mahoney Asset Management’s US Foods USFD Stock Holding History

Picton Mahoney Asset 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 		– Sell
-4,493
Closed -$414K – 1657
2026
Q1 		$414K Sell
4,493
-267
-6% -$23.6K ﹤0.01% 772
2025
Q4 		$359K Buy
+4,760
New +$357K ﹤0.01% 752

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Boston Partners
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Vanguard Portfolio Management
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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 $3.38T AUM 44.17% 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

Picton Mahoney Asset Management's USFD Position: Q2 2026 in Review

Picton Mahoney Asset Management sold out of US Foods (USFD) in Q2 2026, closing a stake of 4,493 shares — an estimated $414K sold.

Picton Mahoney Asset Management first reported a position in USFD in Q4 2025 and held it in 2 quarters. The position peaked at $414K in Q1 2026. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Picton Mahoney Asset Management reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 4,493 US Foods shares in Q2 2026, an estimated $414K.
  • Picton Mahoney Asset Management first reported a position in US Foods in Q4 2025 and held it in 2 quarters.
  • Picton Mahoney Asset Management's US Foods position peaked at $414K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.