Tortoise Investment Management’s US Foods USFD Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-15	Closed	-$1.15K	–	1386
2025 Q3	$1.15K	Buy	15 +4	+36%	+$318	﹤0.01%	1013
2025 Q2	$847	Buy	+11	New	+$785	﹤0.01%	1014
2021 Q4	–	Sell	-125	Closed	-$4K	–	676
2021 Q3	$4K	Buy	+125	New	+$4.29K	﹤0.01%	552
2020 Q2	–	Sell	-750	Closed	-$13K	–	555
2020 Q1	$13K	Sell	750 -750	-50%	-$25.1K	﹤0.01%	346
2019 Q4	$63K	Hold	1,500	–	–	0.01%	226
2019 Q3	$62K	Hold	1,500	–	–	0.02%	216
2019 Q2	$54K	Hold	1,500	–	–	0.01%	247
2019 Q1	$52K	Hold	1,500	–	–	0.01%	244
2018 Q4	$47K	Hold	1,500	–	–	0.01%	241
2018 Q3	$46K	Hold	1,500	–	–	0.01%	255
2018 Q2	$57K	Hold	1,500	–	–	0.02%	236
2018 Q1	$49K	Hold	1,500	–	–	0.01%	245
2017 Q4	$48K	Hold	1,500	–	–	0.01%	252
2017 Q3	$40K	Buy	+1,500	New	+$41.1K	0.01%	249

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

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

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

Tortoise Investment Management's USFD Position: Q4 2025 in Review

Tortoise Investment Management sold out of US Foods (USFD) in Q4 2025, closing a stake of 15 shares — an estimated $1.15K sold.

Tortoise Investment Management first reported a position in USFD in Q3 2017 and held it in 14 quarters. The position peaked at $63K in Q4 2019. 648 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

Tortoise Investment Management reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 15 US Foods shares in Q4 2025, an estimated $1.15K.
Tortoise Investment Management first reported a position in US Foods in Q3 2017 and held it in 14 quarters.
Tortoise Investment Management's US Foods position peaked at $63K in Q4 2019.
648 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.