Creative Planning

Position in USFD — US Foods Holding Corp.

CIK 1540235 OVERLAND PARK, KS

Position in USFD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,060,454

+$245,341 QoQ

Shares Held

49,491

-5.2% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#184

of 667 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $42,062,912 across 7 Food Distribution names. USFD ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp	357,732	$29,899,239
2	USFD	US Foods Holding Corp. This page	49,491	$5,060,454
3	PFGC	Performance Food Group Co	29,092	$3,252,194
4	CHEF	Chefs' Warehouse, Inc.	16,814	$1,615,824
5	UNFI	United Natural Foods Inc	24,054	$1,098,546
6	ANDE	Andersons, Inc.	12,850	$878,939
7	AVO	Mission Produce, Inc.	21,859	$257,716

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,060,454	49,491	-5.2%	Shares	Defined	2026-08-13
2026-03-31	$4,815,113	52,219	+53.1%	Shares	Sole	2026-05-12
2025-12-31	$2,569,165	34,110	+6.8%	Shares	Sole	2026-02-17
2025-09-30	$2,447,625	31,945	+36.4%	Shares	Sole	2025-11-14
2025-06-30	$1,803,034	23,413	+9.5%	Shares	Sole	2025-08-08
2025-03-31	$1,399,600	21,381	+9.7%	Shares	Sole	2025-05-15
2024-12-31	$1,314,255	19,482	+50.1%	Shares	Defined	2025-02-14
2024-09-30	$798,147	12,978	+13.5%	Shares	Defined	2024-10-11
2024-06-30	$605,613	11,431	+17.8%	Shares	Sole	2024-08-15
2024-03-31	$523,723	9,704	+52.0%	Shares	Sole	2024-05-13
2023-12-31	$289,851	6,383	+14.8%	Shares	Defined	2024-02-14
2023-09-30	$220,652	5,558	-22.4%	Shares	Sole	2023-11-16
2023-06-30	$315,216	7,164	-33.4%	Shares	Sole	2023-07-21
2020-06-30	$212,009	10,751	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.