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Polymer Capital Management’s US Foods USFD Stock Holding History

Polymer Capital 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 		$523K Sell
5,114
-627
-11% -$55.9K 0.07% 362
2026
Q1 		$529K Sell
5,741
-7,552
-57% -$669K 0.05% 399
2025
Q4 		$1M Buy
13,293
+8,834
+198% +$663K 0.11% 281
2025
Q3 		$342K Sell
4,459
-2,459
-36% -$195K 0.04% 575
2025
Q2 		$533K Buy
+6,918
New +$494K 0.06% 251
2025
Q1 		– Sell
-3,014
Closed -$203K – 632
2024
Q4 		$203K Buy
+3,014
New +$198K 0.06% 307

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

Polymer Capital Management's USFD Position: Q2 2026 in Review

Polymer Capital Management reduced its US Foods (USFD) stake by 11% in Q2 2026, selling an estimated $55.9K and leaving 5,114 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #362.

Polymer Capital Management first reported a position in USFD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q4 2025. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Polymer Capital Management held 5,114 shares of US Foods worth $523K as of Q2 2026.
  • Polymer Capital Management sold 627 US Foods shares in Q2 2026, an estimated $55.9K.
  • US Foods made up 0.07% of Polymer Capital Management's portfolio in Q2 2026, its #362 holding.
  • Polymer Capital Management first reported a position in US Foods in Q4 2024 and has held it in 6 quarters since.
  • Polymer Capital Management's US Foods position peaked at $1M in Q4 2025.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

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