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Strategic Planning Inc’s US Foods USFD Stock Holding History

Strategic Planning Inc’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 		$896K Hold
9,713
– – 0.45% 27
2025
Q4 		$732K Sell
9,713
-338
-3% -$25.4K 0.39% 28
2025
Q3 		$770K Hold
10,051
– – 0.45% 28
2025
Q2 		$774K Hold
10,051
– – 0.46% 31
2025
Q1 		$658K Buy
+10,051
New +$687K 0.37% 34

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Strategic Planning Inc's USFD Position: Q1 2026 in Review

Strategic Planning Inc held its US Foods (USFD) position steady in Q1 2026 at 9,713 shares worth $896K. The position accounts for 0.45% of the portfolio, ranked #27.

Strategic Planning Inc first reported a position in USFD in Q1 2025 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Strategic Planning Inc held 9,713 shares of US Foods worth $896K as of Q1 2026.
  • Strategic Planning Inc left its US Foods share count unchanged in Q1 2026.
  • US Foods made up 0.45% of Strategic Planning Inc's portfolio in Q1 2026, its #27 holding.
  • Strategic Planning Inc first reported a position in US Foods in Q1 2025 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.