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Sheets Smith Wealth Management’s US Foods USFD Stock Holding History

Sheets Smith Wealth 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
2025
Q4 		– Sell
-8,095
Closed -$620K – 419
2025
Q3 		$620K Hold
8,095
– – 0.07% 253
2025
Q2 		$623K Sell
8,095
-2,696
-25% -$192K 0.07% 247
2025
Q1 		$706K Buy
10,791
+2,233
+26% +$153K 0.09% 201
2024
Q4 		$577K Buy
8,558
+2,424
+40% +$159K 0.07% 239
2024
Q3 		$377K Buy
+6,134
New +$343K 0.05% 287
2020
Q1 		– Sell
-13,227
Closed -$550K – 327
2019
Q4 		$550K Buy
+13,227
New +$531K 0.11% 195

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sheets Smith Wealth Management's USFD Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of US Foods (USFD) in Q4 2025, closing a stake of 8,095 shares — an estimated $620K sold.

Sheets Smith Wealth Management first reported a position in USFD in Q4 2019 and held it in 6 quarters. The position peaked at $706K in Q1 2025. 649 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,095 US Foods shares in Q4 2025, an estimated $620K.
  • Sheets Smith Wealth Management first reported a position in US Foods in Q4 2019 and held it in 6 quarters.
  • Sheets Smith Wealth Management's US Foods position peaked at $706K in Q1 2025.
  • 649 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.