Position in USFD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$398,366
+$33,399 QoQ
Shares Held
3,896
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 662 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $1,128,859 across 3 Food Distribution names. USFD ranks #1 (35.3% of the industry book) .
All Filings in USFD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,366 | 3,896 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $364,967 | 3,958 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $247,802 | 3,290 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||