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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Waverly Advisors's USFD Position: Q1 2026 in Review

Waverly Advisors reduced its US Foods (USFD) stake by 13% in Q1 2026, selling an estimated $59.2K and leaving 4,477 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Waverly Advisors first reported a position in USFD in Q1 2024 and has held it in 9 quarters since. The position peaked at $737K in Q4 2024. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Waverly Advisors held 4,477 shares of US Foods worth $413K as of Q1 2026.
  • Waverly Advisors sold 668 US Foods shares in Q1 2026, an estimated $59.2K.
  • US Foods made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1166 holding.
  • Waverly Advisors first reported a position in US Foods in Q1 2024 and has held it in 9 quarters since.
  • Waverly Advisors's US Foods position peaked at $737K in Q4 2024.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.