Creative Planning

Position in USFD — US Foods Holding Corp.

CIK 1540235 OVERLAND PARK, KS

Position in USFD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,815,113

+$2,245,948 QoQ

Shares Held

52,219

+53.1% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0.7947298875888086.ToString("F0")% Shared 0.ToString("F0")% None 99.2052701124112.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Creative Planning holds $30,263,644 across 8 Food Distribution names. USFD ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp	285,090	$20,335,469
2	USFD	US Foods Holding Corp. This page	52,219	$4,815,113
3	PFGC	Performance Food Group Co	18,828	$1,612,806
4	ANDE	Andersons, Inc.	14,618	$1,049,280
5	UNFI	United Natural Foods Inc	19,945	$898,721
6	CHEF	Chefs' Warehouse, Inc.	11,621	$690,868
7	CVGW	Calavo Growers Inc	19,591	$505,251
8	AVO	Mission Produce, Inc.	25,882	$356,136

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.