Shelton Capital Management’s US Foods USFD Stock Holding History

Shelton Capital 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	$737K	Sell	7,206 -144	-2%	-$12.8K	0.01%	294
2026 Q1	$678K	Sell	7,350 -270	-4%	-$23.9K	0.01%	308
2025 Q4	$574K	Sell	7,620 -552	-7%	-$41.5K	0.01%	321
2025 Q3	$626K	Hold	8,172	–	–	0.01%	308
2025 Q2	$629K	Sell	8,172 -193	-2%	-$13.8K	0.01%	307
2025 Q1	$548K	Sell	8,365 -344	-4%	-$23.5K	0.01%	317
2024 Q4	$588K	Sell	8,709 -332	-4%	-$21.8K	0.01%	316
2024 Q3	$556K	Hold	9,041	–	–	0.01%	328
2024 Q2	$479K	Sell	9,041 -722	-7%	-$38K	0.01%	352
2024 Q1	$527K	Hold	9,763	–	–	0.02%	346
2023 Q4	$443K	Sell	9,763 -517	-5%	-$21.4K	0.01%	360
2023 Q3	$408K	Hold	10,280	–	–	0.01%	354
2023 Q2	$452K	Hold	10,280	–	–	0.02%	338
2023 Q1	$380K	Buy	+10,280	New	+$381K	0.02%	377

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

Shelton Capital Management's USFD Position: Q2 2026 in Review

Shelton Capital Management reduced its US Foods (USFD) stake by 2% in Q2 2026, selling an estimated $12.8K and leaving 7,206 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #294.

Shelton Capital Management first reported a position in USFD in Q1 2023 and has held it in 14 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Shelton Capital Management held 7,206 shares of US Foods worth $737K as of Q2 2026.
Shelton Capital Management sold 144 US Foods shares in Q2 2026, an estimated $12.8K.
US Foods made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #294 holding.
Shelton Capital Management first reported a position in US Foods in Q1 2023 and has held it in 14 quarters since.
669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

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