COLDSTREAM CAPITAL MANAGEMENT INC
Position in USFD — US Foods Holding Corp.
CIK 1082339
BELLEVUE, WA
Position in USFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$486,607
-$79,285 QoQ
Shares Held
4,759
-22.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#384
of 663 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $1,784,736 across 3 Food Distribution names. USFD ranks #2 (27.3% of the industry book) .
All Filings in USFD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,607 | 4,759 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $565,892 | 6,137 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $280,190 | 3,720 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $516,188 | 6,737 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $318,513 | 4,136 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,134 | 4,585 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $315,240 | 4,673 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $293,724 | 4,776 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $239,999 | 4,530 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $237,683 | 4,404 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||