WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in USFD — US Foods Holding Corp.
CIK 1632972
PLYMOUTH, MN
Position in USFD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,660,555
+$622,587 QoQ
Shares Held
45,580
+4.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#188
of 662 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $23,677,998 across 5 Food Distribution names. USFD ranks #2 (19.7% of the industry book) .
All Filings in USFD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,660,555 | 45,580 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,037,968 | 43,791 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,212,473 | 42,651 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,843,182 | 50,159 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,793,127 | 49,255 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,730,663 | 41,715 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,881,729 | 27,894 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $604,975 | 9,837 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $521,111 | 9,836 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $523,455 | 9,699 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $523,123 | 11,520 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $551,671 | 13,896 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $2,566,319 | 97,062 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||