Strategic Global Advisors’s US Foods USFD Stock Holding History

Strategic Global Advisors’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 Q1	$5.96M	Sell	64,600 -1,600	-2%	-$142K	0.95%	35
2025 Q4	$4.99M	Buy	+66,200	New	+$4.97M	0.77%	44
2018 Q3	–	Sell	-12,098	Closed	-$396K	–	216
2018 Q2	$396K	Hold	12,098	–	–	0.1%	141
2018 Q1	$396K	Hold	12,098	–	–	0.14%	130
2017 Q4	$386K	Hold	12,098	–	–	0.13%	127
2017 Q3	$323K	Buy	12,098 +4,016	+50%	+$110K	0.12%	134
2017 Q2	$220K	Sell	8,082 -4,060	-33%	-$116K	0.08%	150
2017 Q1	$340K	Hold	12,142	–	–	0.12%	134
2016 Q4	$334K	Buy	+12,142	New	+$291K	0.12%	126

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Strategic Global Advisors's USFD Position: Q1 2026 in Review

Strategic Global Advisors reduced its US Foods (USFD) stake by 2.4% in Q1 2026, selling an estimated $142K and leaving 64,600 shares worth $5.96M. The position accounts for 0.95% of the portfolio, ranked #35.

Strategic Global Advisors first reported a position in USFD in Q4 2016 and has held it in 9 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Strategic Global Advisors held 64,600 shares of US Foods worth $5.96M as of Q1 2026.
Strategic Global Advisors sold 1,600 US Foods shares in Q1 2026, an estimated $142K.
US Foods made up 0.95% of Strategic Global Advisors's portfolio in Q1 2026, its #35 holding.
Strategic Global Advisors first reported a position in US Foods in Q4 2016 and has held it in 9 quarters since.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.