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WealthTrak Capital Management’s US Foods USFD Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-5
Closed -$386 – 846
2025
Q2 		$386 Hold
5
– – ﹤0.01% 711
2025
Q1 		$328 Hold
5
– – ﹤0.01% 749
2024
Q4 		$338 Buy
+5
New +$328 ﹤0.01% 684

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthTrak Capital Management's USFD Position: Q3 2025 in Review

WealthTrak Capital Management sold out of US Foods (USFD) in Q3 2025, closing a stake of 5 shares — an estimated $386 sold.

WealthTrak Capital Management first reported a position in USFD in Q4 2024 and held it in 3 quarters. The position peaked at $386 in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • WealthTrak Capital Management reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 US Foods shares in Q3 2025, an estimated $386.
  • WealthTrak Capital Management first reported a position in US Foods in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's US Foods position peaked at $386 in Q2 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.