Dakota Wealth Management
Position in USFD — US Foods Holding Corp.
CIK 1631353
PALM BEACH GARDENS, FL
Position in USFD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$388,754
+$39,279 QoQ
Shares Held
3,802
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 662 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Dakota Wealth Management holds $1,568,903 across 2 Food Distribution names. USFD ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
14,120 | $1,180,149 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
3,802 | $388,754 |
All Filings in USFD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,754 | 3,802 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $349,475 | 3,790 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $301,430 | 4,002 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $339,845 | 4,413 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $287,369 | 4,390 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $263,026 | 3,899 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $204,979 | 3,333 | Shares | Defined | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||