UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in USFD — US Foods Holding Corp.

CIK 1463217 IRVING, TX

Position in USFD

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$833,542

+$3,837 QoQ

Shares Held

8,152

-9.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#312

of 662 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,711,438 across 3 Food Distribution names. USFD ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp	31,501	$2,632,853
2	USFD	US Foods Holding Corp. This page	8,152	$833,542
3	PFGC	Performance Food Group Co	2,192	$245,043

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$833,542	8,152	-9.4%	Shares	Defined	2026-08-17
2026-03-31	$829,705	8,998	+38.4%	Shares	Defined	2026-05-15
2025-12-31	$489,805	6,503	+137.5%	Shares	Defined	2026-02-17
2025-09-30	$209,785	2,738	+2.7%	Shares	Defined	2025-11-14
2025-06-30	$205,308	2,666	-73.7%	Shares	Defined	2025-08-11
2020-09-30	$225,021	10,127	+0.2%	Shares	Defined	2020-11-13
2020-06-30	$199,231	10,103	-27.6%	Shares	Defined	2020-08-13
2020-03-31	$247,267	13,962	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.