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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
Q2 		– Sell
-217
Closed -$20K – 2094
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

Wellington Management Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's USFD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of US Foods (USFD) in Q2 2026, closing a stake of 217 shares — an estimated $20K sold.

Twin Peaks Wealth Advisors first reported a position in USFD in Q2 2025 and held it in 2 quarters. The position peaked at $20K in Q1 2026. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 217 US Foods shares in Q2 2026, an estimated $20K.
  • Twin Peaks Wealth Advisors first reported a position in US Foods in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's US Foods position peaked at $20K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.