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Shell Asset Management’s US Foods USFD Stock Holding History

Shell 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
2025
Q3 		$402K Sell
5,252
-7,920
-60% -$630K 0.04% 374
2025
Q2 		$1.01M Sell
13,172
-2,337
-15% -$167K 0.04% 359
2025
Q1 		$1.01M Buy
15,509
+2,483
+19% +$170K 0.05% 297
2024
Q4 		$879K Sell
13,026
-11
-0.1% -$722 0.04% 339
2024
Q3 		$802K Buy
+13,037
New +$730K 0.04% 363
2024
Q1 		$691K Sell
13,037
-293
-2% -$14.4K 0.03% 381
2023
Q4 		$605K Sell
13,330
-1,607
-11% -$66.5K 0.03% 450
2023
Q3 		$593K Sell
14,937
-259
-2% -$10.7K 0.02% 493
2023
Q2 		$669K Buy
15,196
+7,461
+96% +$296K 0.03% 474
2023
Q1 		$286K Sell
7,735
-27
-0.3% -$1K 0.01% 805
2022
Q4 		$264K Sell
7,762
-1,654
-18% -$52.9K 0.01% 830
2022
Q3 		$249K Sell
9,416
-2,465
-21% -$76.5K 0.01% 921
2022
Q2 		$365K Buy
11,881
+20
+0.2% +$676 0.01% 885
2022
Q1 		$446K Sell
11,861
-1,756
-13% -$64K 0.01% 865
2021
Q4 		$474K Buy
13,617
+64
+0.5% +$2.23K 0.01% 924
2021
Q3 		$470K Buy
13,553
+1,449
+12% +$49.7K 0.01% 898
2021
Q2 		$464K Sell
12,104
-11,964
-50% -$464K 0.01% 949
2021
Q1 		$917K Sell
24,068
-150
-0.6% -$5.42K 0.02% 568
2020
Q4 		$807K Hold
24,218
– – 0.02% 576
2020
Q3 		$538K Hold
24,218
– – 0.01% 648
2020
Q2 		$478K Sell
24,218
-300
-1% -$5.74K 0.01% 675
2020
Q1 		$434K Sell
24,518
-372
-1% -$12.5K 0.01% 722
2019
Q4 		$1.04M Sell
24,890
-576
-2% -$23.1K 0.02% 539
2019
Q3 		$1.05M Sell
25,466
-218
-0.8% -$8.42K 0.02% 514
2019
Q2 		$918K Sell
25,684
-586
-2% -$21.3K 0.02% 600
2019
Q1 		$917K Hold
26,270
– – 0.02% 614
2018
Q4 		$831K Sell
26,270
-2,200
-8% -$67.9K 0.02% 600
2018
Q3 		$877K Hold
28,470
– – 0.02% 732
2018
Q2 		$1.08M Sell
28,470
-1,523
-5% -$53.9K 0.02% 643
2018
Q1 		$983K Buy
+29,993
New +$980K 0.02% 686

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Shell Asset Management's USFD Position: Q3 2025 in Review

Shell Asset Management reduced its US Foods (USFD) stake by 60% in Q3 2025, selling an estimated $630K and leaving 5,252 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #374.

Shell Asset Management first reported a position in USFD in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.08M in Q2 2018. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Shell Asset Management held 5,252 shares of US Foods worth $402K as of Q3 2025.
  • Shell Asset Management sold 7,920 US Foods shares in Q3 2025, an estimated $630K.
  • US Foods made up 0.04% of Shell Asset Management's portfolio in Q3 2025, its #374 holding.
  • Shell Asset Management first reported a position in US Foods in Q1 2018 and has held it in 30 quarters since.
  • Shell Asset Management's US Foods position peaked at $1.08M in Q2 2018.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.