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 Q3	$1.42M	Sell	15,392 -434	-3%	-$43.9K	0.27%	85
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

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Triangle Securities Wealth Management's USFD Position: Q3 2026 in Review

Triangle Securities Wealth Management reduced its US Foods (USFD) stake by 2.7% in Q3 2026, selling an estimated $43.9K and leaving 15,392 shares worth $1.42M. The position accounts for 0.27% of the portfolio, ranked #85.

Triangle Securities Wealth Management first reported a position in USFD in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.62M in Q2 2026. 66 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Triangle Securities Wealth Management held 15,392 shares of US Foods worth $1.42M as of Q3 2026.
Triangle Securities Wealth Management sold 434 US Foods shares in Q3 2026, an estimated $43.9K.
US Foods made up 0.27% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #85 holding.
Triangle Securities Wealth Management first reported a position in US Foods in Q1 2022 and has held it in 19 quarters since.
Triangle Securities Wealth Management's US Foods position peaked at $1.62M in Q2 2026.
66 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.