Westover Capital Advisors’s US Foods USFD Stock Holding History

Westover Capital 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	$2.98M	Buy	29,163 +2,236	+8%	+$199K	0.5%	53
2026 Q1	$2.48M	Buy	26,927 +1,719	+7%	+$152K	0.46%	49
2025 Q4	$1.9M	Sell	25,208 -3,599	-12%	-$270K	0.35%	60
2025 Q3	$2.21M	Sell	28,807 -1,687	-6%	-$134K	0.41%	53
2025 Q2	$2.35M	Buy	30,494 +2,488	+9%	+$177K	0.47%	50
2025 Q1	$1.83M	Buy	28,006 +2,284	+9%	+$156K	0.41%	55
2024 Q4	$1.74M	Buy	25,722 +17,125	+199%	+$1.12M	0.38%	59
2024 Q3	$529K	Sell	8,597 -340	-4%	-$19K	0.1%	143
2024 Q2	$473K	Buy	8,937 +2,776	+45%	+$146K	0.12%	132
2024 Q1	$333K	Buy	+6,161	New	+$304K	0.1%	139
2022 Q2	–	Sell	-10,342	Closed	-$389K	–	193
2022 Q1	$389K	Buy	+10,342	New	+$377K	0.12%	117

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Westover Capital Advisors's USFD Position: Q2 2026 in Review

Westover Capital Advisors increased its US Foods (USFD) stake by 8.3% in Q2 2026, buying an estimated $199K and bringing the position to 29,163 shares worth $2.98M. The position accounts for 0.5% of the portfolio, ranked #53.

Westover Capital Advisors first reported a position in USFD in Q1 2022 and has held it in 11 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Westover Capital Advisors held 29,163 shares of US Foods worth $2.98M as of Q2 2026.
Westover Capital Advisors bought 2,236 US Foods shares in Q2 2026, an estimated $199K.
US Foods made up 0.5% of Westover Capital Advisors's portfolio in Q2 2026, its #53 holding.
Westover Capital Advisors first reported a position in US Foods in Q1 2022 and has held it in 11 quarters since.
664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.