Triangle Securities Wealth Management’s US Foods USFD Stock Holding History

Triangle Securities Wealth 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	$1.62M	Sell	15,826 -174	-1%	-$15.5K	0.32%	79
2026 Q1	$1.48M	Sell	16,000 -405	-2%	-$35.9K	0.33%	77
2025 Q4	$1.24M	Sell	16,405 -248	-1%	-$18.6K	0.26%	90
2025 Q3	$1.28M	Sell	16,653 -170	-1%	-$13.5K	0.29%	87
2025 Q2	$1.3M	Sell	16,823 -375	-2%	-$26.8K	0.32%	81
2025 Q1	$1.13M	Sell	17,198 -1,143	-6%	-$78.1K	0.29%	92
2024 Q4	$1.24M	Sell	18,341 -658	-3%	-$43.2K	0.32%	79
2024 Q3	$1.17M	Sell	18,999 -545	-3%	-$30.5K	0.3%	85
2024 Q2	$1.04M	Sell	19,544 -90	-0.5%	-$4.74K	0.29%	95
2024 Q1	$1.06M	Sell	19,634 -577	-3%	-$28.4K	0.3%	94
2023 Q4	$918K	Sell	20,211 -150	-0.7%	-$6.2K	0.29%	103
2023 Q3	$808K	Sell	20,361 -395	-2%	-$16.4K	0.29%	99
2023 Q2	$913K	Sell	20,756 -734	-3%	-$29.1K	0.31%	92
2023 Q1	$794K	Sell	21,490 -378	-2%	-$14K	0.28%	106
2022 Q4	$744K	Sell	21,868 -3,200	-13%	-$102K	0.27%	106
2022 Q3	$663K	Buy	25,068 +375	+2%	+$11.6K	0.27%	108
2022 Q2	$758K	Buy	24,693 +2,760	+13%	+$93.3K	0.3%	100
2022 Q1	$825K	Buy	+21,933	New	+$799K	0.28%	103

Other funds holding USFD

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Triangle Securities Wealth Management's USFD Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its US Foods (USFD) stake by 1.1% in Q2 2026, selling an estimated $15.5K and leaving 15,826 shares worth $1.62M. The position accounts for 0.32% of the portfolio, ranked #79.

Triangle Securities Wealth Management first reported a position in USFD in Q1 2022 and has held it in 18 quarters since. 82 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Triangle Securities Wealth Management held 15,826 shares of US Foods worth $1.62M as of Q2 2026.
Triangle Securities Wealth Management sold 174 US Foods shares in Q2 2026, an estimated $15.5K.
US Foods made up 0.32% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #79 holding.
Triangle Securities Wealth Management first reported a position in US Foods in Q1 2022 and has held it in 18 quarters since.
82 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.