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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
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

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

Suncoast Equity Management's USFD Position: Q1 2026 in Review

Suncoast Equity Management reduced its US Foods (USFD) stake by 19% in Q1 2026, selling an estimated $182K and leaving 8,925 shares worth $823K. The position accounts for 0.1% of the portfolio, ranked #55.

Suncoast Equity Management first reported a position in USFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $876K in Q3 2025. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Suncoast Equity Management held 8,925 shares of US Foods worth $823K as of Q1 2026.
  • Suncoast Equity Management sold 2,055 US Foods shares in Q1 2026, an estimated $182K.
  • US Foods made up 0.1% of Suncoast Equity Management's portfolio in Q1 2026, its #55 holding.
  • Suncoast Equity Management first reported a position in US Foods in Q1 2025 and has held it in 5 quarters since.
  • Suncoast Equity Management's US Foods position peaked at $876K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.