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 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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Pinnacle Wealth Planning Services's USFD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its US Foods (USFD) stake by 4.2% in Q1 2026, selling an estimated $13.9K and leaving 3,610 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #305.

Pinnacle Wealth Planning Services first reported a position in USFD in Q4 2020 and has held it in 10 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Pinnacle Wealth Planning Services held 3,610 shares of US Foods worth $333K as of Q1 2026.
Pinnacle Wealth Planning Services sold 157 US Foods shares in Q1 2026, an estimated $13.9K.
US Foods made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #305 holding.
Pinnacle Wealth Planning Services first reported a position in US Foods in Q4 2020 and has held it in 10 quarters since.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.