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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
Q2 		$686K Sell
6,707
-564
-8% -$50.3K 0.04% 297
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

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 $3.38T AUM 44.17% 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

Waterloo Capital's USFD Position: Q2 2026 in Review

Waterloo Capital reduced its US Foods (USFD) stake by 7.8% in Q2 2026, selling an estimated $50.3K and leaving 6,707 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #297.

Waterloo Capital first reported a position in USFD in Q3 2024 and has held it in 8 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Waterloo Capital held 6,707 shares of US Foods worth $686K as of Q2 2026.
  • Waterloo Capital sold 564 US Foods shares in Q2 2026, an estimated $50.3K.
  • US Foods made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #297 holding.
  • Waterloo Capital first reported a position in US Foods in Q3 2024 and has held it in 8 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.