Waterloo Capital’s US Foods USFD Stock Holding History

Waterloo Capital’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	$670K	Sell	7,271 -362	-5%	-$32.1K	0.05%	259
2025 Q4	$575K	Buy	7,633 +377	+5%	+$28.3K	0.04%	276
2025 Q3	$556K	Sell	7,256 -8	-0.1%	-$636	0.04%	256
2025 Q2	$559K	Buy	7,264 +569	+8%	+$40.6K	0.05%	252
2025 Q1	$438K	Buy	6,695 +2,800	+72%	+$191K	0.04%	267
2024 Q4	$263K	Sell	3,895 -531	-12%	-$34.8K	0.03%	311
2024 Q3	$272K	Buy	+4,426	New	+$248K	0.03%	307

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Waterloo Capital's USFD Position: Q1 2026 in Review

Waterloo Capital reduced its US Foods (USFD) stake by 4.7% in Q1 2026, selling an estimated $32.1K and leaving 7,271 shares worth $670K. The position accounts for 0.05% of the portfolio, ranked #259.

Waterloo Capital first reported a position in USFD in Q3 2024 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Waterloo Capital held 7,271 shares of US Foods worth $670K as of Q1 2026.
Waterloo Capital sold 362 US Foods shares in Q1 2026, an estimated $32.1K.
US Foods made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #259 holding.
Waterloo Capital first reported a position in US Foods in Q3 2024 and has held it in 7 quarters since.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.