EP Wealth Advisors, LLC

Position in USFD — US Foods Holding Corp.

CIK 1540569 TORRANCE, CA

Position in USFD

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,334,480

+$481,608 QoQ

Shares Held

25,317

+2.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 99.70375636923806.ToString("F0")% Shared 0.ToString("F0")% None 0.2962436307619386.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $3,857,882 across 3 Food Distribution names. USFD ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USFD	US Foods Holding Corp. This page	25,317	$2,334,480
2	SYY	Sysco Corp	17,359	$1,238,217
3	CVGW	Calavo Growers Inc	11,058	$285,185

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,334,480	25,317	+2.9%	Shares	Sole	2026-05-14
2025-12-31	$1,852,872	24,600	-32.0%	Shares	Sole	2026-02-18
2025-06-30	$2,787,607	36,198	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$2,316,825	35,393	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.