Position in UNFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,667
+$1,441 QoQ
Shares Held
146
+25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 357 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $2,463,633 across 8 Food Distribution names. UNFI ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
27,741 | $2,318,592 | |
| 2 | PFGC |
Performance Food Group Co
|
743 | $83,059 | |
| 3 | USFD |
US Foods Holding Corp.
|
424 | $43,354 | |
| 4 | CHEF |
Chefs' Warehouse, Inc.
|
72 | $6,919 | |
| 5 | UNFI |
United Natural Foods Inc
This page
|
146 | $6,667 | |
| 6 | ANDE |
Andersons, Inc.
|
66 | $4,514 | |
| 7 | AVO |
Mission Produce, Inc.
|
40 | $471 | |
| 8 | HFFG |
HF Foods Group Inc.
|
41 | $57 |
All Filings in UNFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,667 | 146 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,226 | 116 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,265 | 97 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,573 | 95 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,214 | 95 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,602 | 95 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,048 | 75 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,177 | 70 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $131 | 10 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $114 | 10 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||