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

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

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. 668 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.
668 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.