Suncoast Equity Management’s US Foods USFD Stock Holding History

Suncoast Equity Management’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 Q2	$857K	Sell	8,385 -540	-6%	-$48.2K	0.11%	49
2026 Q1	$823K	Sell	8,925 -2,055	-19%	-$182K	0.1%	55
2025 Q4	$827K	Sell	10,980 -455	-4%	-$34.2K	0.08%	59
2025 Q3	$876K	Buy	11,435 +190	+2%	+$15.1K	0.09%	59
2025 Q2	$866K	Buy	11,245 +355	+3%	+$25.3K	0.09%	55
2025 Q1	$713K	Buy	+10,890	New	+$744K	0.08%	56

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

Suncoast Equity Management's USFD Position: Q2 2026 in Review

Suncoast Equity Management reduced its US Foods (USFD) stake by 6.1% in Q2 2026, selling an estimated $48.2K and leaving 8,385 shares worth $857K. The position accounts for 0.11% of the portfolio, ranked #49.

Suncoast Equity Management first reported a position in USFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $876K in Q3 2025. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Suncoast Equity Management held 8,385 shares of US Foods worth $857K as of Q2 2026.
Suncoast Equity Management sold 540 US Foods shares in Q2 2026, an estimated $48.2K.
US Foods made up 0.11% of Suncoast Equity Management's portfolio in Q2 2026, its #49 holding.
Suncoast Equity Management first reported a position in US Foods in Q1 2025 and has held it in 6 quarters since.
Suncoast Equity Management's US Foods position peaked at $876K in Q3 2025.
669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.