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United Capital Financial Advisors’s US Foods USFD Stock Holding History

United Capital Financial 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 		$834K Sell
8,152
-846
-9% -$75.5K ﹤0.01% 877
2026
Q1 		$830K Buy
8,998
+2,495
+38% +$221K 0.01% 835
2025
Q4 		$490K Buy
6,503
+3,765
+138% +$283K ﹤0.01% 961
2025
Q3 		$210K Buy
2,738
+72
+3% +$5.72K ﹤0.01% 1148
2025
Q2 		$205K Buy
+2,666
New +$190K ﹤0.01% 1042
2020
Q4 		– Sell
-10,127
Closed -$225K – 1228
2020
Q3 		$225K Buy
10,127
+24
+0.2% +$540 ﹤0.01% 1040
2020
Q2 		$199K Sell
10,103
-3,859
-28% -$73.8K ﹤0.01% 1108
2020
Q1 		$247K Sell
13,962
-84,895
-86% -$2.84M ﹤0.01% 1018
2019
Q4 		$4.14M Buy
98,857
+87,475
+769% +$3.51M 0.03% 457
2019
Q3 		$468K Sell
11,382
-17,454
-61% -$674K ﹤0.01% 970
2019
Q2 		$1.03M Buy
28,836
+720
+3% +$26.2K 0.01% 801
2019
Q1 		$982K Sell
28,116
-1,396
-5% -$47.9K 0.01% 782
2018
Q4 		$934K Sell
29,512
-11,342
-28% -$350K 0.01% 734
2018
Q3 		$1.26M Sell
40,854
-3,537
-8% -$122K 0.01% 714
2018
Q2 		$1.68M Buy
+44,391
New +$1.57M 0.01% 634

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

United Capital Financial Advisors's USFD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its US Foods (USFD) stake by 9.4% in Q2 2026, selling an estimated $75.5K and leaving 8,152 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

United Capital Financial Advisors first reported a position in USFD in Q2 2018 and has held it in 15 quarters since. The position peaked at $4.14M in Q4 2019. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • United Capital Financial Advisors held 8,152 shares of US Foods worth $834K as of Q2 2026.
  • United Capital Financial Advisors sold 846 US Foods shares in Q2 2026, an estimated $75.5K.
  • US Foods made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #877 holding.
  • United Capital Financial Advisors first reported a position in US Foods in Q2 2018 and has held it in 15 quarters since.
  • United Capital Financial Advisors's US Foods position peaked at $4.14M in Q4 2019.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.