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Waverly Advisors’s US Foods USFD Stock Holding History

Waverly 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
-4,477
Closed -$413K – 1837
2026
Q1 		$413K Sell
4,477
-668
-13% -$59.2K ﹤0.01% 1166
2025
Q4 		$388K Buy
5,145
+818
+19% +$61.4K ﹤0.01% 1110
2025
Q3 		$332K Sell
4,327
-3,650
-46% -$290K ﹤0.01% 997
2025
Q2 		$614K Buy
7,977
+248
+3% +$17.7K 0.01% 750
2025
Q1 		$506K Sell
7,729
-3,189
-29% -$218K 0.01% 769
2024
Q4 		$737K Buy
10,918
+79
+0.7% +$5.18K 0.01% 583
2024
Q3 		$667K Sell
10,839
-117
-1% -$6.55K 0.01% 524
2024
Q2 		$580K Sell
10,956
-2,543
-19% -$134K 0.01% 542
2024
Q1 		$729K Buy
+13,499
New +$665K 0.02% 416

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

Waverly Advisors's USFD Position: Q2 2026 in Review

Waverly Advisors sold out of US Foods (USFD) in Q2 2026, closing a stake of 4,477 shares — an estimated $413K sold.

Waverly Advisors first reported a position in USFD in Q1 2024 and held it in 9 quarters. The position peaked at $737K in Q4 2024. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Waverly Advisors reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 4,477 US Foods shares in Q2 2026, an estimated $413K.
  • Waverly Advisors first reported a position in US Foods in Q1 2024 and held it in 9 quarters.
  • Waverly Advisors's US Foods position peaked at $737K in Q4 2024.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.