Scopus Asset Management’s US Foods USFD Stock Holding History

Scopus Asset 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 Q1	–	Sell	-930,000	Closed	-$70M	–	369
2025 Q4	$70M	Buy	+930,000	New	+$69.8M	1.95%	13
2025 Q3	–	Sell	-573,567	Closed	-$44.2M	–	360
2025 Q2	$44.2M	Sell	573,567 -51,433	-8%	-$3.67M	1.18%	41
2025 Q1	$40.9M	Buy	+625,000	New	+$42.7M	1.48%	39
2021 Q3	–	Sell	-1,500,000	Closed	-$57.5M	–	507
2021 Q2	$57.5M	Buy	+1,500,000	New	+$58.2M	0.99%	32
2018 Q3	–	Sell	-725,000	Closed	-$27.4M	–	389
2018 Q2	$27.4M	Sell	725,000 -1,150,000	-61%	-$40.7M	0.55%	115
2018 Q1	$61.4M	Buy	1,875,000 +24,930	+1%	+$815K	1.06%	46
2017 Q4	$59.1M	Sell	1,850,070 -50,000	-3%	-$1.42M	0.84%	52
2017 Q3	$50.7M	Buy	1,900,070 +50,000	+3%	+$1.37M	0.78%	53
2017 Q2	$50.4M	Buy	+1,850,070	New	+$52.6M	0.89%	46

Other funds holding USFD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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 $653B AUM 32.41% 1-Year Est. Return

Victory Capital Management

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