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Williamson Legacy Group’s US Foods USFD Stock Holding History

Williamson Legacy 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
2025
Q3 		– Sell
-4,480
Closed -$345K – 137
2025
Q2 		$345K Buy
+4,480
New +$320K 0.29% 92

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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 $3.37T AUM 44.26% 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

Williamson Legacy Group's USFD Position: Q3 2025 in Review

Williamson Legacy Group sold out of US Foods (USFD) in Q3 2025, closing a stake of 4,480 shares — an estimated $345K sold.

Williamson Legacy Group first reported a position in USFD in Q2 2025 and held it in 1 quarter. The position peaked at $345K in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Williamson Legacy Group reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 4,480 US Foods shares in Q3 2025, an estimated $345K.
  • Williamson Legacy Group first reported a position in US Foods in Q2 2025 and held it in 1 quarter.
  • Williamson Legacy Group's US Foods position peaked at $345K in Q2 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.