Ritholtz Wealth Management’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.45M Sell
23,932
-3,064
-11% -$273K 0.04% 362
2026
Q1
$2.49M Buy
26,996
+8,119
+43% +$719K 0.04% 323
2025
Q4
$1.42M Buy
18,877
+2,441
+15% +$183K 0.03% 423
2025
Q3
$1.26M Buy
16,436
+9,654
+142% +$768K 0.02% 443
2025
Q2
$522K Buy
6,782
+3,177
+88% +$227K 0.01% 630
2025
Q1
$236K Buy
+3,605
New +$246K 0.01% 815

Other funds holding USFD

Ritholtz Wealth Management's USFD Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its US Foods (USFD) stake by 11% in Q2 2026, selling an estimated $273K and leaving 23,932 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #362.

Ritholtz Wealth Management first reported a position in USFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.49M in Q1 2026. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Ritholtz Wealth Management held 23,932 shares of US Foods worth $2.45M as of Q2 2026.
  • Ritholtz Wealth Management sold 3,064 US Foods shares in Q2 2026, an estimated $273K.
  • US Foods made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Ritholtz Wealth Management first reported a position in US Foods in Q1 2025 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's US Foods position peaked at $2.49M in Q1 2026.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.