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Polar Capital Holdings’s US Foods USFD Stock Holding History

Polar Capital Holdings’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 		$82.5M Buy
806,376
+154,196
+24% +$13.8M 0.19% 97
2026
Q1 		$60.1M Buy
652,180
+193,884
+42% +$17.2M 0.21% 87
2025
Q4 		$34.5M Buy
458,296
+69,504
+18% +$5.22M 0.13% 121
2025
Q3 		$29.8M Buy
388,792
+15,328
+4% +$1.22M 0.14% 117
2025
Q2 		$28.8M Buy
373,464
+117,230
+46% +$8.36M 0.15% 119
2025
Q1 		$16.8M Sell
256,234
-152,703
-37% -$10.4M 0.1% 161
2024
Q4 		$27.6M Hold
408,937
– – 0.15% 133
2024
Q3 		$25.1M Sell
408,937
-51,187
-11% -$2.86M 0.12% 123
2024
Q2 		$24.4M Sell
460,124
-4,403
-0.9% -$232K 0.14% 122
2024
Q1 		$25.1M Sell
464,527
-56,976
-11% -$2.81M 0.13% 132
2023
Q4 		$23.7M Sell
521,503
-78,349
-13% -$3.24M 0.15% 121
2023
Q3 		$23.8M Sell
599,852
-116,498
-16% -$4.83M 0.18% 125
2023
Q2 		$31.5M Sell
716,350
-67,211
-9% -$2.67M 0.16% 118
2023
Q1 		$28.9M Sell
783,561
-5,612
-0.7% -$208K 0.19% 115
2022
Q4 		$26.8M Sell
789,173
-113,371
-13% -$3.63M 0.21% 125
2022
Q3 		$23.9M Sell
902,544
-6,319
-0.7% -$196K 0.15% 128
2022
Q2 		$27.9M Buy
908,863
+25,453
+3% +$861K 0.16% 115
2022
Q1 		$33.2M Sell
883,410
-21,323
-2% -$777K 0.15% 121
2021
Q4 		$31.5M Hold
904,733
– – 0.12% 133
2021
Q3 		$31.4M Sell
904,733
-17,757
-2% -$609K 0.13% 136
2021
Q2 		$35.4M Sell
922,490
-16,183
-2% -$628K 0.15% 122
2021
Q1 		$35.8M Buy
938,673
+124,047
+15% +$4.48M 0.22% 114
2020
Q4 		$27.1M Buy
+814,626
New +$23.2M 0.16% 130

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

Polar Capital Holdings's USFD Position: Q2 2026 in Review

Polar Capital Holdings increased its US Foods (USFD) stake by 24% in Q2 2026, buying an estimated $13.8M and bringing the position to 806,376 shares worth $82.5M. The position accounts for 0.19% of the portfolio, ranked #97.

Polar Capital Holdings first reported a position in USFD in Q4 2020 and has held it in 23 quarters since. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Polar Capital Holdings held 806,376 shares of US Foods worth $82.5M as of Q2 2026.
  • Polar Capital Holdings bought 154,196 US Foods shares in Q2 2026, an estimated $13.8M.
  • US Foods made up 0.19% of Polar Capital Holdings's portfolio in Q2 2026, its #97 holding.
  • Polar Capital Holdings first reported a position in US Foods in Q4 2020 and has held it in 23 quarters since.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.