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Whipplewood Advisors’s US Foods USFD Stock Holding History

Whipplewood 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 		$1.84K Sell
18
-164
-90% -$14.6K ﹤0.01% 442
2026
Q1 		$16.8K Buy
+182
New +$16.1K 0.01% 417
2025
Q3 		– Sell
-205
Closed -$15.8K – 1120
2025
Q2 		$15.8K Buy
205
+179
+688% +$12.8K 0.01% 505
2025
Q1 		$13.3K Sell
26
-177
-87% -$12.1K 0.01% 518
2024
Q4 		$13.7K Buy
+203
New +$13.3K 0.01% 503

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

Whipplewood Advisors's USFD Position: Q2 2026 in Review

Whipplewood Advisors reduced its US Foods (USFD) stake by 90% in Q2 2026, selling an estimated $14.6K and leaving 18 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Whipplewood Advisors first reported a position in USFD in Q4 2024 and has held it in 5 quarters since. The position peaked at $16.8K in Q1 2026. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Whipplewood Advisors held 18 shares of US Foods worth $1.84K as of Q2 2026.
  • Whipplewood Advisors sold 164 US Foods shares in Q2 2026, an estimated $14.6K.
  • US Foods made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #442 holding.
  • Whipplewood Advisors first reported a position in US Foods in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's US Foods position peaked at $16.8K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.