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Twin Peaks Wealth Advisors’s US Foods USFD Stock Holding History

Twin Peaks Wealth Advisors’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 		$20K Buy
+217
New +$19.2K 0.01% 718
2025
Q3 		– Sell
-129
Closed -$10.2K – 2021
2025
Q2 		$10.2K Buy
+129
New +$9.2K ﹤0.01% 925

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

Twin Peaks Wealth Advisors's USFD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in US Foods (USFD) in Q1 2026: 217 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in USFD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in USFD in Q2 2025 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 217 shares of US Foods worth $20K as of Q1 2026.
  • US Foods was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • US Foods made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #718 holding.
  • Twin Peaks Wealth Advisors first reported a position in US Foods in Q2 2025 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.