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Steph & Co’s US Foods USFD Stock Holding History

Steph & Co’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
Q3 		$127K Sell
1,377
-108
-7% -$10.9K 0.03% 120
2026
Q2 		$152K Buy
1,485
+289
+24% +$25.8K 0.04% 114
2026
Q1 		$110K Buy
1,196
+746
+166% +$66.1K 0.03% 132
2025
Q4 		$33.9K Buy
+450
New +$33.8K 0.01% 225
2020
Q2 		– Sell
-3,568
Closed -$63K – 266
2020
Q1 		$63K Sell
3,568
-198
-5% -$6.63K 0.07% 132
2019
Q4 		$158K Buy
+3,766
New +$151K 0.13% 94

Other funds holding USFD

Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Steph & Co's USFD Position: Q3 2026 in Review

Steph & Co reduced its US Foods (USFD) stake by 7.3% in Q3 2026, selling an estimated $10.9K and leaving 1,377 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #120.

Steph & Co first reported a position in USFD in Q4 2019 and has held it in 6 quarters since. The position peaked at $158K in Q4 2019. 71 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Steph & Co held 1,377 shares of US Foods worth $127K as of Q3 2026.
  • Steph & Co sold 108 US Foods shares in Q3 2026, an estimated $10.9K.
  • US Foods made up 0.03% of Steph & Co's portfolio in Q3 2026, its #120 holding.
  • Steph & Co first reported a position in US Foods in Q4 2019 and has held it in 6 quarters since.
  • Steph & Co's US Foods position peaked at $158K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.