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Wilkerson Advisory Group’s US Foods USFD Stock Holding History

Wilkerson Advisory Group’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 		$14.6K Hold
143
– – ﹤0.01% 366
2026
Q1 		$13.2K Buy
143
+76
+113% +$6.73K ﹤0.01% 357
2025
Q4 		$5.05K Buy
+67
New +$5.03K ﹤0.01% 438

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

Wilkerson Advisory Group's USFD Position: Q2 2026 in Review

Wilkerson Advisory Group held its US Foods (USFD) position steady in Q2 2026 at 143 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Wilkerson Advisory Group first reported a position in USFD in Q4 2025 and has held it in 3 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Wilkerson Advisory Group held 143 shares of US Foods worth $14.6K as of Q2 2026.
  • Wilkerson Advisory Group left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #366 holding.
  • Wilkerson Advisory Group first reported a position in US Foods in Q4 2025 and has held it in 3 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.