Sirios Capital Management’s US Foods USFD Stock Holding History

Sirios 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	$2.39M	Sell	23,392 -236	-1%	-$21.1K	0.29%	62
2026 Q1	$2.18M	Sell	23,628 -8,977	-28%	-$795K	0.26%	66
2025 Q4	$2.46M	Sell	32,605 -499	-2%	-$37.5K	0.31%	51
2025 Q3	$2.54M	Sell	33,104 -621	-2%	-$49.4K	0.33%	44
2025 Q2	$2.6M	Sell	33,725 -541	-2%	-$38.6K	0.38%	39
2025 Q1	$2.24M	Buy	34,266 +19,487	+132%	+$1.33M	0.4%	40
2024 Q4	$997K	Sell	14,779 -492	-3%	-$32.3K	0.18%	51
2024 Q3	$939K	Sell	15,271 -288	-2%	-$16.1K	0.17%	55
2024 Q2	$824K	Sell	15,559 -2,631	-14%	-$138K	0.14%	55
2024 Q1	$982K	Buy	+18,190	New	+$896K	0.19%	52

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

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

Sirios Capital Management reduced its US Foods (USFD) stake by 1% in Q2 2026, selling an estimated $21.1K and leaving 23,392 shares worth $2.39M. The position accounts for 0.29% of the portfolio, ranked #62.

Sirios Capital Management first reported a position in USFD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.6M in Q2 2025. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Sirios Capital Management held 23,392 shares of US Foods worth $2.39M as of Q2 2026.
Sirios Capital Management sold 236 US Foods shares in Q2 2026, an estimated $21.1K.
US Foods made up 0.29% of Sirios Capital Management's portfolio in Q2 2026, its #62 holding.
Sirios Capital Management first reported a position in US Foods in Q1 2024 and has held it in 10 quarters since.
Sirios Capital Management's US Foods position peaked at $2.6M in Q2 2025.
667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

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