Stephens Consulting’s US Foods USFD Stock Holding History

Stephens Consulting’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	–	Sell	-12	Closed	-$925	–	1128
2025 Q2	$925	Buy	+12	New	+$856	﹤0.01%	702

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Stephens Consulting's USFD Position: Q3 2025 in Review

Stephens Consulting sold out of US Foods (USFD) in Q3 2025, closing a stake of 12 shares — an estimated $925 sold.

Stephens Consulting first reported a position in USFD in Q2 2025 and held it in 1 quarter. The position peaked at $925 in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

Stephens Consulting reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 12 US Foods shares in Q3 2025, an estimated $925.
Stephens Consulting first reported a position in US Foods in Q2 2025 and held it in 1 quarter.
Stephens Consulting's US Foods position peaked at $925 in Q2 2025.
647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.