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Pinnacle Wealth Planning Services’s US Foods USFD Stock Holding History

Pinnacle Wealth Planning Services’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 		$364K Sell
3,561
-49
-1% -$4.37K 0.03% 301
2026
Q1 		$333K Sell
3,610
-157
-4% -$13.9K 0.03% 305
2025
Q4 		$284K Sell
3,767
-4
-0.1% -$300 0.03% 346
2025
Q3 		$289K Sell
3,771
-31
-0.8% -$2.46K 0.03% 332
2025
Q2 		$293K Buy
3,802
+26
+0.7% +$1.85K 0.04% 304
2025
Q1 		$247K Buy
3,776
+15
+0.4% +$1.02K 0.04% 304
2024
Q4 		$254K Buy
3,761
+38
+1% +$2.49K 0.04% 298
2024
Q3 		$229K Buy
+3,723
New +$208K 0.03% 413
2021
Q3 		– Sell
-5,443
Closed -$209K – 401
2021
Q2 		$209K Sell
5,443
-30
-0.5% -$1.16K 0.05% 311
2021
Q1 		$209K Sell
5,473
-2
-0% -$72 0.05% 293
2020
Q4 		$182K Buy
+5,475
New +$156K 0.04% 306

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's USFD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its US Foods (USFD) stake by 1.4% in Q2 2026, selling an estimated $4.37K and leaving 3,561 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #301.

Pinnacle Wealth Planning Services first reported a position in USFD in Q4 2020 and has held it in 11 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,561 shares of US Foods worth $364K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 49 US Foods shares in Q2 2026, an estimated $4.37K.
  • US Foods made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #301 holding.
  • Pinnacle Wealth Planning Services first reported a position in US Foods in Q4 2020 and has held it in 11 quarters since.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.