Primecap Management’s US Foods USFD Stock Holding History

Primecap 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	$407M	Buy	3,980,409 +34,099	+0.9%	+$3.04M	0.24%	75
2026 Q1	$364M	Buy	3,946,310 +34,700	+0.9%	+$3.07M	0.29%	76
2025 Q4	$295M	Buy	3,911,610 +118,401	+3%	+$8.89M	0.22%	88
2025 Q3	$291M	Buy	3,793,209 +212,499	+6%	+$16.9M	0.22%	87
2025 Q2	$276M	Buy	3,580,710 +1,639,310	+84%	+$117M	0.22%	85
2025 Q1	$127M	Buy	1,941,400 +1,282,379	+195%	+$87.6M	0.11%	126
2024 Q4	$44.5M	Buy	659,021 +371,613	+129%	+$24.4M	0.03%	199
2024 Q3	$17.7M	Buy	287,408 +170,309	+145%	+$9.53M	0.01%	244
2024 Q2	$6.2M	Buy	+117,099	New	+$6.16M	﹤0.01%	272

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Primecap Management's USFD Position: Q2 2026 in Review

Primecap Management increased its US Foods (USFD) stake by 0.86% in Q2 2026, buying an estimated $3.04M and bringing the position to 3,980,409 shares worth $407M. The position accounts for 0.24% of the portfolio, ranked #75.

Primecap Management first reported a position in USFD in Q2 2024 and has held it in 9 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Primecap Management held 3,980,409 shares of US Foods worth $407M as of Q2 2026.
Primecap Management bought 34,099 US Foods shares in Q2 2026, an estimated $3.04M.
US Foods made up 0.24% of Primecap Management's portfolio in Q2 2026, its #75 holding.
Primecap Management first reported a position in US Foods in Q2 2024 and has held it in 9 quarters since.
664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

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