South Street Advisors’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
Other funds holding USFD
South Street Advisors's USFD Position: Q2 2026 in Review
South Street Advisors reduced its US Foods (USFD) stake by 0.87% in Q2 2026, selling an estimated $210K and leaving 267,135 shares worth $27.3M. The position accounts for 3.55% of the portfolio, ranked #10.
South Street Advisors first reported a position in USFD in Q3 2023 and has held it in 12 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.
- South Street Advisors held 267,135 shares of US Foods worth $27.3M as of Q2 2026.
- South Street Advisors sold 2,355 US Foods shares in Q2 2026, an estimated $210K.
- US Foods made up 3.55% of South Street Advisors's portfolio in Q2 2026, its #10 holding.
- South Street Advisors first reported a position in US Foods in Q3 2023 and has held it in 12 quarters since.
- 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.
Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.